Financial Adviser - Port Elizabeth

Momentum; Gqeberha; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Metropolitan is seeking a sales-focused professional to attract, acquire and retain clients by selling financial products and delivering after-sales service. You will help grow market share and support the company’s objectives within a regulated environment.

The role requires Matric/N4, FAIS compliance, 2–3 years of sales experience, and strong English; you should be computer literate and able to plan and meet targets.

Qualifications

• Matric/N4 equivalent qualification is required.
• FAIS requirements must be met according to DOFA date.
• Regulatory examinations are required if already working in the financial services industry.
• 2–3 years in a sales environment.
• Strong computer literacy skills.
• Fluency in English.

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.

Skills

Verbal fluency

Numerical reasoning

Time management

Self-reliant

Resilience

Relationship management

Sales mindset

Entrepreneurial mindset

Fluency in English

Education

Matric/N4 Equivalent Qualification

FAIS requirements based on DOFA date

Relevant regulatory examinations

Tools

Computer literacy

Job description

Metropolitan is one of the oldest financial services brands in South Africa. With a 128-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 7 African countries including, Namibia, Botswana, Kenya, Ghana and Lesotho. 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: www.metropolitan.co.za

Role Purpose

Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients 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.
• 2 - 3 years in a Sales environment.
• 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

• Verbally fluent
• Numerical reasoning ability
• Be able to plan and manage their time.
• Self-reliant
• Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
• Manage relationships well.
• Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
• Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)