Financial Advisor - Kzn Mmh220908-3

Role PurposeTo enhance the lifetime financial wellness of people, their families, and their communities through empowerment and education. 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.RequirementsGrade 12 OR an equivalent NQF4Grade 12 with post matric qualification plus 1-2 years working experienceCandidate 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. (Recommended but not required)Candidate must have a minimum 2 years experience on salesComputer literate (Recommended)Driver's license (required)Duties and ResponsibilitiesConduct needs analysis to understand and enhance client's financial wellnessCreate financial plans for clients that address their financial wellness needsOffer solutions (products) to clients to address their financial wellness needsPresent information sharing sessions on financial planning topicsYou will spend a fair amount of time travelling to clientsYou will perform an end-to-end function which includes client analysis, financial wellness analysis, diary management, and administrationMetropolitan provides Financial Wellness solutions that meet the needs of middle and low-income clientsOur products include funeral insurance, health, savings, hospital cash-back cover, retirement solutions, and life insurance.Interested in finance/sales/service, demonstrated through their previous work experience or studiesSee financial advice as a career and invest in itHave a clear understanding of the roleUnderstand and adapt approach to meet the needs of the clientAs an applicant, please verify the legitimacy of this job advert on our company career page.
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