Financial Advisor - Boland

Job Title: Financial Advisor - BolandPosition Type: PermanentRole Family: SalesCluster: Metropolitan LifeRemote Opportunity: None of the timeLocation: Paarl, Western Cape, South AfricaClosing Date: 2024/09/30Reference Number: MMH240904-20Introduction:Metropolitan is one of the oldest financial services brands in South Africa, with a 126-year legacy of serving communities through affordable financial solutions that create financial growth and security.Role Purpose:Attract, acquire and retain clients by selling company products to generate new business and provide after-sales service to clients to ensure client retention, increase market share, and contribute to overall business objectives.Requirements:Matric/N4 Equivalent QualificationFAIS requirements based on DOFA dateRelevant regulatory examinations if already working in the financial services industry5 years' experience for individuals with matric1-2 years' experience for individuals with an undergraduate degree (preferred)Strong computer literacy skillsFluency in EnglishDuties & Responsibilities:Engage with prospect clients to understand their financial needsSell products that align with the clients' financial requirementsAccurately record client information and sales detailsAchieve targets related to production, quality, and conversionComply with legislative regulations and adhere to all compliance requirementsCompetencies:Verbally fluentNumerical reasoning abilityAbility to plan and manage timeSelf-reliantResilient (drive, determination, risk tolerance)Manage relationships wellDemonstrate sales behaviors (deal with difficult clients, competitive, achieving)Be entrepreneurial (set ambitious targets, self-reliant)Seniority Level: Entry levelEmployment Type: Full-timeJob Function: Finance and Sales
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