Financial Advisor - Gauteng

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

Job summary

A leading financial services provider in Johannesburg seeks a dedicated sales professional to attract, acquire, and retain clients. The ideal candidate will have 5 years of experience in sales, including 2 years in insurance. Responsibilities include engaging clients, selling relevant products, and achieving performance targets. Strong computer skills and fluency in English are essential. This role offers a chance to contribute to the company's growth in a dynamic environment.

Qualifications

• 5 years’ experience in sales and/or customer service.
• 2 years’ experience selling insurance.
• Relevant regulatory examinations if working in financial services.

Responsibilities

• Engage with prospective clients to understand their financial needs.
• Sell products that align with the clients’ financial goals.
• Accurately record client information and sales details.

Skills

Sales experience

Strong computer literacy

Fluency in English

Education

Matric/ N4 Equivalent

Undergraduate degree (preferred)

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 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 provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and their long-term viability.

Requirements

• Matric/ N4 Equivalent
• FAIS requirements based on DOFA date
• Relevant regulatory examinations if you are already working in the financial services
• 5 years’ experience in sales and/or customer service with 2 years’ experience selling insurance through sales fields
• 1-2 years’ experience on insurance for individuals with undergraduate degree (preferred)
• Strong computer literacy skills
• Fluency in English
  
  

Duties & Responsibilities

• Engage with prospective clients to understand their financial
• Sell products that align with the clients’ financial
• Accurately record client information and sales details
• Achieve targets related to production, quality and
• Comply with legislative regulations and adhere to all compliance
  
  

Competencies

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