Vacancies at Metropolitan – 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:

  • Offer solutions (products) to clients to address their financial wellness needs
  • See financial advice as a career and invest in it
  • Create financial plans for clients that address their financial wellness needs
  • Our products include funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance.
  • Metropolitan provides Financial Wellness solutions that meet the needs of middle and low-income clients
  • You will spend a fair amount of time travelling to clients
  • Have a clear understanding of the role
  • Interested in finance/sales/service, demonstrated through their previous work experience or studies
  • You will perform an end to end function which include client analysis, financial wellness analysis, diary management and administration
  • Understand and adapt approach to meet the needs of the client
  • Conduct needs analysis to understand and enhance client’s financial wellness

Job Requirements:

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

Qualification & Experience:

  • Own transport (Preferred, but not required)
  • Computer literate (Required)
  • Driver’s license
  • Candidate that is fully Fit and Proper as per the FSCA requirements need to have a RE5, FSCA recognised qualification, minimum 1 year financial services experience in the applicable sub-category and proof of CPD hours completed per sub-category.
  • Grade 12OR an equivalent NQF4 plus 5 years working experience OR Grade 12 with post matric qualification plus 1-2 years working experience
  • Fluency in English (Required)
  • Candidate must have the aptitude to become Fit and Proper as per the requirements of the FSCA

Job Details:

Company: Metropolitan

Vacancy Type:  Full Time

Job Location: Newcastle, KwaZulu-Natal, SA

Application Deadline: N/A

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