Financial Advisor

Momentum; East London; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services company in East London is looking for a motivated individual to attract, acquire, and retain clients by selling financial products. The ideal candidate should possess a matric/N4 qualification, with 5 years of experience in financial services, or 1-2 years for those with an undergraduate degree. Strong computer skills and fluency in English are essential. This role offers the opportunity to create personalized financial and investment plans for clients.

Qualifications

• 5 years' experience for individuals with matric.
• 1-2 years' experience for individuals with undergraduate degree (preferred).
• Driver's license (desirable).

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.

Skills

Strong computer literacy

Fluency in English

Numerical reasoning ability

Sales behaviors

Education

Matric/ N4 Equivalent Qualification

Relevant regulatory examinations

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 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

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 to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its longterm viability, To assist clients with creating a personalised financial and investment plan through providing advice according to set company standards and procedures.

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
• Driver's license (desirable)

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)