Financial Advisor (Eastern Cape Central)

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

Job summary

A leading financial services company seeks passionate sales representatives to attract and retain clients. The successful candidate will engage with clients, understand their financial needs, and promote tailored products. Ideal applicants are resilient, self-reliant, and possess relevant experience in sales or customer service.

Qualifications

• 1-2 years experience in sales or customer service role.
• Experience in insurance or financial services is advantageous.
• Compliance with FAIS Fit and Proper requirements.

Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products that align with clients' financial requirements.
• Achieve targets related to production, quality, and conversion.

Skills

Sales

Customer service

Numerical reasoning

Time management

Education

Matric or equivalent NQF 4 qualification

Finance or Business related tertiary qualification

Job description

Metropolitan is one of the oldest financial services brands in South Africa. With a 125-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 12 African countries including, Namibia, Botswana, Kenya, Ghana, Nigeria, Lesotho, and Swaziland. 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.

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.

Requirements

• Matric or equivalent NQF 4 qualification
• 1-2 years’ experience in a sales and/or customer service role
• 1-2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
• Compliance with FAIS Fit and Proper requirements
• Finance or Business related tertiary qualification (desirable)
• Driver’s license and own transport (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)
  
  

Enquiries [e-mail]