Financial Advisor

1 week ago

Oudtshoorn Calitzdorp De Rust Prince Albert Barrydale Ladismith Uniondale Western Cape South Africa Momentum Group Limited Full time R250 000 - R500 000 per year
Introduction

Metropolitan is one of the oldest financial services brands in South Africa. With a 127-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.

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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.

Duties & 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.


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)


Competencies
  • Verbally fluent
  • Numerical reasoning ability
  • Be able to plan and manage their time.
  • Self-reliant
  • Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
  • Manage relationships well.
  • Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
  • Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)

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