Job Description

Closing Date 2024/03/31
Reference Number MMH240304-4
Job Title Financial Advisor - Boland
Position Type Permanent
Role Family Sales
Cluster Metropolitan Life
Remote Opportunity None of the time
Location - Country South Africa
Location - Province Western Cape
Location - Town / City Paarl
Introduction

Metropolitan is one of the oldest financial services brands in South Africa. With a 126-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.
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

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.

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)

Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

Momentum Metropolitan