Financial Advisor - Free State Central

Financial Advisor - Free State Central
Company:

Momentum



Job Function:

Finance

Details of the offer

Closing Date: 2024/08/31Reference Number: MMH240801-9Job Title: Financial Advisor - Free State CentralPosition Type: PermanentRole Family: SalesCluster: Metropolitan LifeRemote Opportunity: None of the timeLocation - Country: South AfricaLocation - Province: Free StateLocation - Town / City: BloemfonteinIntroduction: 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.Disclaimer: As an applicant, please verify the legitimacy of this job advert on our company career page.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 long-term 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 an 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.Ability to plan and manage time.Self-reliant.Resilient (drive, determination, risk tolerance, ability to bounce back after setbacks).Ability to manage relationships well.Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).Entrepreneurial mindset (set ambitious targets, self-reliant, financial prosperity in high-risk environments, autonomy).
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Job Function:

Requirements

Financial Advisor - Free State Central
Company:

Momentum



Job Function:

Finance

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