Financial Advisor (Eastern Cape South)

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

Job summary

A leading financial services company is seeking talented sales professionals to attract and retain clients by selling their products. The ideal candidate will engage with prospects, understand their financial needs, and strive to meet sales targets while complying with industry regulations. Experience in sales and the financial services sector is highly desirable, and strong interpersonal skills are a must.

Qualifications

• 1-2 years’ experience in a sales and/or customer service role.
• 1-2 years’ experience in the insurance and/or financial services industry (advantageous).
• Compliance with FAIS Fit and Proper requirements.

Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products to align with clients’ financial requirements.
• Accurately record client information and sales details.

Skills

Verbal fluency

Numerical reasoning

Time management

Resilience

Relationship management

Sales behavior

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]