Financial Advisor - Peninsula

Momentum; Bellville; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in Bellville, South Africa, seeks a dedicated Sales Professional to attract, acquire, and retain clients. The ideal candidate will have a Matric/N4 qualification and 2-3 years of sales experience. Responsibilities include understanding clients' financial needs, selling relevant products, and maintaining accurate records. Strong computer literacy and fluency in English are crucial for success. This role supports the overall business objectives and contributes to long-term viability.

Qualifications

• 2-3 years in a Sales environment.
• FAIS requirements based on DOFA date.
• Relevant regulatory examinations if already working in financial services.

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

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.

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.
• 2 - 3 years in a Sales environment.
• 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).