Financial Adviser

1 week ago

Midrand, Gauteng, South Africa Metropolitan Full time R80 000 - R120 000 per year
Closing Date
2025/11/30

Reference Number
MMH

Job Title
Financial Adviser - Outbound Call Center

Position Type
Permanent

Role Family
Sales

Cluster
Metropolitan Life

Remote Opportunity
None of the time

Location - Country
South Africa

Location - Province
Gauteng

Location - Town / City
Midrand

Introduction

Metropolitan is one of the 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 12 African countries including, Namibia, Botswana, Kenya, Ghana, Nigeria, Lesotho, and Swaziland. 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 at:

Disclaimer
As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

To continuously enhance the lifetime financial wellness of people, their families and their communities through empowerment and education, by selling financial solutions to them which will enhance their financial wellbeing whilst putting them at ease with regards to the future of their families.

Requirements
  • Matric (Grade 12) certificate.
  • Post matric qualification equivalent to NQF5 (FSCA Recognized).
  • At least one year Sales and/or Call Centre working experience (essential).
  • Cold calling experience.
  • Regulatory examination (RE) 5 (desirable).
  • FAIS Compliance Requirements
Duties & Responsibilities
  • Proactively strive to achieve personal financial targets through effective planning, time management, diligence and appropriate stress management.
  • Present information-sharing sessions on financial planning topics to engage new business and enhance the knowledge of potential clients.
  • Analyse situations carefully, understand the complexity and consequences before quickly taking action through clear, well thought out decisions.
  • Accurately identify problems and proactively solve them.
  • Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organized.
  • Timeously complete all administrative and reporting duties related to the role.
  • Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
  • Support and guide clients through the decision-making process by displaying exceptional product knowledge and customer centricity.
  • Regularly review client accounts to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
  • Build sound relationships with others through honesty, trust and respect.
  • Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements.
  • Be self-confident, self-motivated entrepreneurs and relentlessly pursue targets and goals.
  • Effectively manage time and ensure optimal productivity.
  • Research and monitor financial market trends to ensure that plans are relevant, effective and to identify any necessary updates.
  • Prepare, interpret and present client financial performance and other relevant information so enhance client understanding and facilitate decision-making.
  • Conduct client financial needs analysis in order to develop and implement a customized financial plan to achieve clients' financial goals.
Competencies
  • Articulating Information
  • Seizing Opportunities
  • Establishing Rapport
  • Meeting Timescales
  • Convincing People
  • Upholding Standards
  • Following Procedures
  • Understanding People

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