Financial Adviser

3 weeks ago

Cape Town, South Africa Metropolitan Full time

Closing Date / 12 / 04 Reference NumberMMH Job TitleFinancial Adviser - Cape City Position TypePermanent Role FamilySales ClusterMetropolitan Life Remote OpportunityNone of the time Location - CountrySouth Africa Location - ProvinceWestern Cape Location - Town / CityCape Town, Southern Suburbs, Goodwood, Parow & Milnerton IntroductionMetropolitan is one of the oldest financial services brands in South Africa. With a -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 : DisclaimerAs an applicant, please verify the legitimacy of this job advert on our company career page. Role PurposeAttract, 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.RequirementsMatric / N4 Equivalent Qualification.FAIS requirements based on DOFA date.Relevant regulatory examinations if you are already working in the financial services industry.1-2 years' experience for individuals with undergraduate degree (preferred). Strong computer literacy skillsFluency in English Duties & ResponsibilitiesEngage 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 conversionply with legislative regulations and adhere to all compliance requirements. CompetenciesVerbally fluentNumerical reasoning abilityBe able to plan and manage their timeSelf-reliantBe resilient (drive, determination, risk tolerance, bounce back after setbacks)Manage relationships wellDemonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent). Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy) #J-18808-Ljbffr

  • Financial Adviser

    1 week ago

    Cape Town, South Africa OLD MUTUAL -Harvestmoon financial service Full time

    Commissioned financial adviser doing marketing, sales and client service Running your business within the safety of an Old Mutual Franchise Own transport advantageous. Matric, clear credit record Fais NQF4/5 advantageous RE5 advantageous Pay: R10 000,00 - R30 000,00 per month Work Location: Remote

  • Advancing Financial Adviser

    3 weeks ago

    Cape Town, South Africa Old Mutual Limited Full time

    Advancing Financial Advisor page is loadedAdvancing Financial Advisor Apply locations Cape Town posted on Posted 7 Days Ago job requisition id JR-67992Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Qualifications and Experience A minimum of Matric or equivalent A minimum 12...

  • Advancing Financial Adviser

    3 weeks ago

    Cape Town, South Africa Old Mutual South Africa Full time

    Advancing Financial Adviser role at Old Mutual South Africa Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Qualifications And Experience A minimum of Matric or equivalent A minimum 12 months’ financial services experience as a Financial Adviser A minimum of Long‑term...

  • Commissioned Financial Adviser

    6 days ago

    Cape Town, South Africa Old Mutual Full time

    Commissioned Financial Adviser page is loadedCommissioned Financial Adviser Apply locations Cape Town posted on Posted Yesterday job requisition id JR-67982Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self-motivated and dynamic individuals who have a...

  • Financial Advisors

    19 hours ago

    Cape Town, Western Cape, South Africa Succession Financial Planning Full time R250 000 - R500 000 per year

    Company DescriptionSuccession Financial Planning Advisory Services is a licensed financial services provider dedicated to helping clients achieve financial freedom and wellness at every life stage. With a commitment to fostering meaningful, long-term partnerships between clients and advisers, the organization places a strong emphasis on personalized...

  • Financial Adviser

    1 week ago

    Cape Town, Western Cape, South Africa Metropolitan Full time R40 000 - R60 000 per year

    Closing Date2025/12/04 Reference NumberMMH Job TitleFinancial Adviser - Cape City Position TypePermanent Role FamilySales ClusterMetropolitan Life Remote OpportunityNone of the time Location - CountrySouth Africa Location - ProvinceWestern Cape Location - Town / CityCape Town, Southern Suburbs, Goodwood, Parow & Milnerton IntroductionMetropolitan is one of...

  • Established and Aspiring Financial Adviser

    19 hours ago

    Cape Town, Western Cape, South Africa Old Mutual Full time

    Company DescriptionOld Mutual Limited is pan-African financial services group that provides financial solutions to retail and corporate customers across key markets in 14 countries. With over 180 years of experience, we help customers achieve their financial goals while contributing to the communities we serve. Operating in Africa and Asia, we are committed...

  • Advancing Financial Adviser- Cpt

    6 days ago

    Cape Town, South Africa Old Mutual Full time

    Job title Advancing Financial Adviser- CPT Job Location Western Cape, Cape Town Deadline 29 November Qualifications and Experience A minimum of Matric or equivalent A minimum 12 months' financial services experience as a Financial Adviser A minimum of Long-term Insurance Class of Business completion. Completion of additional FAIS requirements such as...

  • MFC Salaried Financial Adviser

    6 days ago

    Cape Town, South Africa Old Mutual South Africa Full time

    Overview Join to apply for the MFC Salaried Financial Adviser role at Old Mutual South Africa . Let’s Write Africa’s Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. What is a financial adviser? Do you have what it takes to work for a leading financial services company? Then you may be what we...

  • Advancing Financial Adviser

    3 weeks ago

    Cape Town, South Africa Old Mutual Limited Full time

    Advancing Financial Adviser page is loaded## Advancing Financial Adviserlocations: Pinelandsposted on: Posted Todayjob requisition id: JR-73435**Let's Write Africa's Story Together!**Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.****Qualifications and Experience****A minimum of Matric or equivalentA minimum 12...