Financial Adviser - Limpopo

Metropolitan; Limpopo; On-site; ZAR 150,000 - 350,000; Full time

Job summary

A leading financial services brand in South Africa seeks a client sales representative to attract, acquire, and retain clients by selling a range of products. The role involves understanding client needs, achieving sales targets, and complying with regulatory requirements. Candidates should possess a Matric equivalent and relevant experience in the financial services industry to drive growth and contribute to business viability.

Qualifications

• Matric/N4 qualification required; 5 years experience with matric or 1-2 years with degree preferred.
• Must be FAIS compliant based on DOFA date.
• Strong computer literacy and fluency in English are essential.

Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products that align with clients’ financial requirements.
• Achieve targets related to production, quality, and conversion.

Skills

Verbal fluency

Numerical reasoning ability

Computer literacy

Relationship management

Education

Matric/ N4 Equivalent Qualification

Undergraduate degree (preferred)

Job description

Metropolitan is one of the oldest financial services brands in South Africa. With a 127-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the brand is also present in 12 African countries including Namibia, Botswana, Kenya, Ghana, Nigeria, Lesotho, and Swaziland. Metropolitan provides financial wellness solutions that meet the needs of low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions, and life insurance. Visit us at: www.metropolitan.co.za.

Disclaimer: As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

Attract, acquire, and retain clients by selling company products to generate new business and provide after-sales service to ensure client retention, increase market share, and contribute to the overall business objectives and its long-term viability.

Requirements

• Matric/ N4 Equivalent Qualification
• FAIS requirements based on DOFA date
• Relevant regulatory examinations if you are already working in the financial services industry.
• 5 years’ experience for individuals with matric
• 1-2 years’ experience for individuals with undergraduate degree (preferred)
• Strong computer literacy skills
• Fluency in English

Duties & Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients’ financial requirements.
• Accurately record client information and sales details.
• Achieve targets related to production, quality, and conversion.
• Comply with legislative regulations and adhere to all compliance requirements.

Competencies

• Verbal fluency
• Numerical reasoning ability
• Ability to plan and manage time effectively
• Self-reliant
• Resilient (drive, determination, risk tolerance, bounce back after setbacks)
• Ability to manage relationships well
• Demonstrate sales behaviors (deal with difficult clients, be competitive, achieve targets, persistent)
• Entrepreneurial mindset (set ambitious targets, be self-reliant, aim for financial prosperity in a high-risk environment, autonomous)

Enquiries: [e-mail]