Financial Advisor - Cape Interior

Momentum; Mossel Bay; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A prominent financial services provider in South Africa is seeking a dedicated individual to attract and retain clients by selling financial products. This role requires strong sales skills and the ability to understand client needs. Candidates should have a Matric/N4 equivalent qualification and ideally possess an undergraduate degree. The position offers an opportunity to contribute to business objectives and provide after-sales service, ensuring client retention in a dynamic market.

Qualifications

• 1-2 years’ experience with an undergraduate degree preferred.
• Fluency in English required.

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.

Skills

Client engagement

Sales skills

Strong computer literacy

Numerical reasoning

Time management

Resilience

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 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
• 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

• 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)