Senior Financial Consultant
1 day ago
Metropolitan, a 125-year-old financial services brand in South Africa, is seeking an experienced Senior Financial Consultant to join its team. As a trusted advisor, you will play a crucial role in helping clients achieve their financial goals and security.
About the Role
This is a permanent position based in George, Western Cape, South Africa. As a Senior Financial Consultant, you will be responsible for attracting, acquiring, and retaining clients by selling company products. Your primary goal will be to provide exceptional client service, increase market share, and contribute to the overall business objectives of MMI Holdings Ltd.
Key Responsibilities
The successful candidate will have the following key responsibilities:
- Engage with prospective clients to understand their financial wellness needs and provide tailored solutions.
- Sell company products that meet clients' financial requirements, ensuring affordability and compliance with legislative requirements.
- Capture client information, actions, and sales accurately, adhering to company systems and procedures.
- Meet set targets on production, quality, and conversion, while maintaining high standards of customer service.
Requirements and Qualifications
To excel in this role, you will need:
- 1-2 years' experience in a financial advice rendering role.
- 1-3 years' experience in the financial services industry (desirable).
- A degree in Financial Planning, Business, Finance, Economics, or equivalent qualification.
- Certificate of proficiency in Insurance or equivalent qualification.
- Relevant legislative/regulatory exams or qualifications.
- Specific licensing or registration.
- Interpersonal, communication, planning, influencing, and problem-solving skills.
Competencies
You will possess excellent competencies in examining information, interacting with people, convincing people, articulating information, conveying self-confidence, thinking positively, meeting timescales, and following procedures.
Salary Information
We offer a competitive salary range of R600,000 - R800,000 per annum, depending on your experience and qualifications. This is a full-time position with a comprehensive benefits package.
About Metropolitan
Metropolitan operates in South Africa, but the brand is also present in 7 African countries, providing financial wellness solutions that meet the needs of low-income clients. We are committed to serving Africa's people through affordable financial solutions that create financial growth and security.
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