Financial Advisor - South Coast

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

Job summary

A leading financial services company seeks a Sales Consultant to attract and retain clients through effective product sales. Candidates should have a minimum qualification of Matric and relevant sales experience, with a focus on providing tailored financial solutions to clients. Strong communication skills and resilience are essential, along with a commitment to achieving sales targets.

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

Strong computer literacy skills

Fluency in English

Numerical reasoning ability

Education

Matric/ N4 Equivalent Qualification

Undergraduate degree

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 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

• Verbally fluent.
• Numerical reasoning ability.
• Ability to plan and manage time effectively.
• Self-reliant.
• Resilient (drive, determination, risk tolerance, bounce back after setbacks).
• Manage relationships well.
• Demonstrate sales behaviors (deal with difficult clients, be competitive, achieve targets, be persistent).
• Be entrepreneurial (set ambitious targets, self-reliant, focus on financial prosperity in a high-risk environment, autonomous).