Momentum George, Western Cape, South Africa Financial Adviser - South Coast Momentum George, Western Cape, South Africa 1 week ago Be among the first 25 applicants Closing Date 2024/08/31Reference Number MMH240731-10Job Title Financial Adviser - South CoastPosition Type PermanentRole Family SalesCluster Metropolitan LifeRemote Opportunity None of the timeLocation - Country South AfricaLocation - Province Western CapeLocation - Town / City GeorgeIntroductionMetropolitan 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.Visit Uswww.metropolitan.co.zaDisclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.Role PurposeAttract, 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.RequirementsMatric/ N4 Equivalent Qualification.FAIS requirements based on DOFA dateRelevant regulatory examinations if you are already working in the financial services industry.5 years' experience for individuals with matric1-2 years' experience for individuals with undergraduate degree (preferred)Strong computer literacy skillsFluency in EnglishDuties & ResponsibilitiesEngage with prospect clients to understand their financial needs.Sell products that align with the clients' financial requirements.Accurately record client information and sales detailsAchieve targets related to production, quality and conversion.Comply with legislative regulations and adhere to all compliance requirements.CompetenciesVerbally fluentNumerical reasoning abilityBe able to plan and manage their time.Self-reliantBe 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) Seniority levelSeniority level Entry level Employment typeEmployment type Full-time Job functionJob function Finance and Sales Referrals increase your chances of interviewing at Momentum by 2xGet notified about new Financial Advisor jobs in George, Western Cape, South Africa. George, Western Cape, South Africa 1 month ago Mossel Bay, Western Cape, South Africa 1 month ago George, Western Cape, South Africa 2 weeks ago George, Western Cape, South Africa 2 weeks ago Financial Adviser - South Coast MMH240731-10 George, Western Cape, South Africa 4 days ago George, Western Cape, South Africa 2 weeks ago George, Western Cape, South Africa 2 weeks ago Mossel Bay, Western Cape, South Africa 6 days ago Mossel Bay, Western Cape, South Africa 3 days ago Mossel Bay, Western Cape, South Africa 1 week ago Mossel Bay, Western Cape, South Africa 3 days ago Mossel Bay, Western Cape, South Africa 3 days ago George, Western Cape, South Africa 3 weeks ago George, Western Cape, South Africa 2 weeks ago We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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