Financial Advisor MMH251118-3

1 week ago


East London, South Africa Metropolitan Full time

Join to apply for the Financial Advisor MMH -3 role at Metropolitan 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 longterm viability. To assist clients with creating a personalised financial and investment plan through providing advice according to set company standards and procedures. 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 Driver's license (desirable) Duties and 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. Seniority Level Entry level Employment Type Full-time Job Function Finance and Sales Industries Insurance Branch Consultant /Financial Advisor - East London East London, Eastern Cape, South Africa #J-18808-Ljbffr


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