Financial Advisor
6 days ago
At Metropolitan, we are seeking a skilled Financial Advisor to join our team. As a key member of our sales force, you will be responsible for attracting and retaining clients by selling company products and providing exceptional customer service.
About the Role
The successful candidate will have a proven track record in sales and customer service, with a strong understanding of the insurance and financial services industry. You will be required to engage with prospective clients, sell products based on their financial needs, and provide accurate information and advice to ensure excellent client satisfaction.
Key Responsibilities
* Engage with prospective clients to highlight the features and benefits of various products
* Sell products in line with client's financial needs by conducting affordability analysis
* Provide financial advice in line with the engagement strategy to enhance client's financial wellness
* Accurately capture client information, relevant actions, and sales on the systems
* Achieve set targets on production, quality, and conversion
* Adhere to compliance requirements in the sales process in line with legislative requirements
Requirements
* 2 years' experience in a sales and/or customer service role
* 2 years' experience in the insurance and/or financial services industry rendering financial advice (advantageous)
* Matric or equivalent NQF 4 qualification
* Compliance with FAIS Fit and Proper requirements
* Finance or Business related tertiary qualification (desirable)
* Driver's license and own transport (desirable)
About Us
Metropolitan is a leading provider of insurance and financial services. We pride ourselves on our commitment to excellence and our ability to deliver exceptional results to our clients.
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