Financial Advisor - North Eastern Free State

Momentum; Welkom; On-site; ZAR 250,000 - 300,000; Full time

Job summary

A leading company seeks a proactive sales professional to attract, acquire, and retain clients for financial products. This role requires strong sales skills, compliance knowledge, and the ability to understand client needs. Candidates should have relevant qualifications and a minimum experience of 1-5 years, depending on their educational background. You will engage directly with clients, offering tailored financial solutions and ensuring compliance with all regulations.

Qualifications

• 5 years’ experience for individuals with matric.
• 1-2 years’ experience for individuals with undergraduate degree (preferred).
• 2-3 years' experience in a sales environment.

Responsibilities

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

Skills

Computer literacy

Verbal fluency

Numerical reasoning

Relationship management

Sales behaviors

Education

Matric/ N4 Equivalent Qualification

Relevant regulatory examinations

Undergraduate degree (preferred)

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.
• 5 years’ experience for individuals with matric.
• 1-2 years’ experience for individuals with undergraduate degree (preferred).
• 2-3 years' experience in a sales environment.
• Strong computer literacy skills.
• Fluency in English.

Duties & Responsibilities

• Engage with prospective 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

• Verbal fluency.
• Numerical reasoning ability.
• Ability to plan and manage time effectively.
• Self-reliant.
• Resilient (drive, determination, risk tolerance, bounce back after setbacks).
• Ability to manage relationships well.
• Demonstrate sales behaviors (deal with difficult clients, be competitive, achieve targets, be persistent).
• Entrepreneurial mindset (set ambitious targets, be self-reliant, pursue financial prosperity in a high-risk environment, autonomy).