Financial Advisor - Pietermaritzburg

Momentum; Pietermaritzburg; On-site; ZAR 250,000 - 400,000; Full time

Job summary

Momentum seeks motivated individuals for a sales role in financial services. Responsibilities include attracting and retaining clients by selling products that meet their financial needs, ensuring compliance with regulations, and achieving sales targets. Ideal candidates will have strong communication skills, relevant qualifications, and experience.

Qualifications

• 5 years of experience for individuals with Matric.
• 1-2 years' experience for individuals with an undergraduate degree (preferred).
• Fluency in English required.

Responsibilities

• Engage with prospective clients to understand their financial needs.
• Sell products that align with clients’ financial requirements.
• Achieve targets related to production and quality.

Skills

Computer Literacy

Verbal Fluency

Numerical Reasoning

Relationship Management

Education

Matric/ N4 Equivalent Qualification

Undergraduate Degree

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 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).
• Strong computer literacy skills.
• Fluency in English.
• Valid driver's license.

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, ability to bounce back after setbacks).
• Ability to manage relationships well.
• Demonstrate sales behaviors (deal with difficult clients, be competitive, achieve targets, persistent).
• Be entrepreneurial (set ambitious targets, be self-reliant, aim for financial prosperity in a high-risk environment, autonomy).