Financial Advisor

Momentum; Uniondale; On-site; ZAR 15 000 - 25 000; Full time

Job summary

A leading financial services company in Uniondale is seeking individuals for entry-level positions focused on client engagement and product sales. Candidates will sell products that meet clients’ financial requirements and help create personalized financial plans. The role mandates strong computer literacy, English fluency, and a matric qualification. Full-time employment offers opportunities for career growth and success within the financial sector, with a supportive team atmosphere.

Qualifications

• 5 years’ experience for individuals with matric.
• 1–2 years’ experience for individuals with an undergraduate degree.
• Driver's license is desirable.

Responsibilities

• Engage with prospective 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 skills

Fluency in English

Numerical reasoning ability

Education

Matric / N4 Equivalent Qualification

Relevant regulatory examinations

Job description

Location: Momentum Uniondale, Western Cape, South Africa

Posted: 1 week ago – Be among the first 25 applicants

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 long‑term viability. 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 an undergraduate degree (preferred).
• Strong computer literacy skills.
• Fluency in English.
• Driver's license (desirable).

Duties & Responsibilities

• Engage with prospective 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

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

Seniority level

• Entry level

Employment type

• Full‑time

Job function

• Finance and Sales

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