Financial Advisor - Central

Momentum; Bloemfontein; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services provider in Bloemfontein seeks a sales representative to attract and retain clients by selling financial products. The ideal candidate will have strong computer literacy, fluency in English, and experience in client engagement. Successful applicants will comply with legislative requirements while achieving sales targets. This is an opportunity to contribute to the company's growth and long-term success.

Qualifications

• 1-2 years’ experience for individuals with an undergraduate degree (preferred).
• FAIS requirements based on DOFA date.

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

Strong computer literacy skills

Fluency in English

Education

Matric/ N4 Equivalent Qualification

Relevant regulatory examinations

Job description

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.

Visit us: metropolitan.co.za

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)