Financial Advisor Tshwane

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

Job summary

A leading financial services company in Pretoria seeks motivated individuals to attract and retain clients by selling insurance products. Candidates should have 5 years in sales and customer service, with a strong understanding of client needs. This role requires strong communication skills and the ability to comply with regulatory standards, contributing to the company's growth objectives.

Qualifications

• 5 years’ experience in sales and/or customer service.
• 2 years’ experience selling insurance through sales fields.
• Fluency in English required.

Responsibilities

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

Skills

Strong computer literacy skills

Verbal fluency

Numerical reasoning ability

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

Competencies

• Verbal fluency
• Numerical reasoning ability
• Ability to plan and manage their activities
• Self-reliant
• Resilient (drive, determination, risk tolerance, bounce back after setbacks)
• Manage relationships effectively
• 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, demonstrate autonomy)