Financial Services Professional
3 weeks ago
Metropolitan is a leading financial services brand in South Africa, with a 125-year legacy of serving communities through affordable financial solutions. As a Financial Advisor, you will play a crucial role in attracting, acquiring, and retaining clients by selling company products and providing exceptional after-sales service.
Key Responsibilities:- Engage with prospective clients to understand their financial wellness needs and provide tailored solutions.
- Sell products that meet clients' financial goals, conducting affordability analyses and advising on tax and legal implications.
- Accurately capture client information, sales, and administrative requirements within agreed timeframes.
- Meet set targets on production, quality, and conversion, adhering to compliance requirements.
- Provide financial advice to enhance clients' financial wellness and build relationships with internal and external stakeholders.
- 1-2 years' experience in a financial advice rendering role.
- 1-3 years' experience in the financial services industry.
- 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.
- Certified Financial Planner (CFP) or equivalent registration.
- Examining Information: Analyze and process information, ask probing questions, and strive to find solutions to problems.
- Interacting with People: Be lively, project enthusiasm, and focus on interacting and networking with people.
- Convincing People: Be comfortable persuading others, shape opinions, and seek to negotiate with others.
- Articulating Information: Be articulate in giving presentations, eloquent, and explain things well, projecting social confidence.
- Conveying Self Confidence: Be self-assured, project inner confidence, and determine own future values and contributions.
- Thinking Positively: Be optimistic, positive, recover easily from setbacks, and project cheerfulness.
- Meeting Timescales: Be target-focused, meet deadlines, punctual, and reliable in finishing tasks.
- Following Procedures: Conform and adhere to rules, follow instructions and procedures, minimize risks by sticking to processes.
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