Thursday , April 18 2024

Metropolitan Vacancies in George – Financial Advisor

Website Metropolitan

Job Description:

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 long-term viability.

Job Responsibilities:

  • Investigate client queries within the agreed service level and ensure that client receives timeous feedback. Escalate client queries to the relevant department or stakeholder
  • Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision making process
  • Develop and maintain productive and collaborative working relationships with peers and stakeholders. Positively influence and participate in change initiatives

Job Requirements:

  • Interacting with People:Is lively and projects enthusiasm; is talkative in making contact; is focused on interacting and networking with people.,
  • Convincing People:Is comfortable having to persuade others; shapes opinions by being outspoken; seeks to negotiate with others.,
  • Conveying Self-Confidence:Is self-assured and projects inner confidence; is confident and determines own future; values own contributions., Thinking Positively:Is optimistic and positive; recovers easily from setbacks and obstructions; is jovial and projects cheerfulness.,
  • Meeting Timescales:Is target focused and meets deadlines; is punctual and keeps to schedule; is reliable in finishing tasks.,
  • Articulating Information:Is articulate in giving presentations; is eloquent and explains things well; projects social confidence when articulating information.,

Qualification & Experience:

  • 1-2 years’ experience in a financial advice rendering role (essential)
  • B Degree in Financial Planning, Business, Finance, Economics or equivalent qualification,
  • 1-3 years’ experience in the financial services industry (desirable)
  • Certificate of proficiency in Insurance or equivalent qualification
  • Communication skills Planning skills Influencing skills , Knowledge of the financial services industry Knowledge of relevant legislation
  • Specific licensing or registration:Certified Financial Planner (CFP) or equivalent registration

Job Details:

Company: Metropolitan

Vacancy Type:  Full Time

Job Location: George, Western Cape, SA

Application Deadline: N/A

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