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Financial Advisor – Pietermaritzburg, KwaZulu-Natal Metropolitan Permanent 2025 / 10 / 31

Info DeskPietermaritzburg, KwaZulu-Natal, South Africa

12 hours ago

Job description

Financial Advisor – Pietermaritzburg, KwaZulu-Natal

Metaropolitan

Permanent

2025 / 10 / 31

Overview

Financial Advisor – Pietermaritzburg

Details

Closing Date

2025 / 10 / 31

Reference Number

MMH -8

Job Title

Financial Advisor – Pietermaritzburg

Position Type

Permanent

Role Family

Sales

Cluster

Metropolitan Life

Remote Opportunity

None of the time

Location – Country

South Africa

Location – Province

KwaZulu-Natal

Location – Town / City

Pietermaritzburg

Introduction

Metropolitan is one of the oldest financial services brands in South Africa. With a 125-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 undergraduate degree (preferred)
Strong computer literacy skills
Fluency in English
Valid driver’s license

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)

Important

Our sole purpose is to share new jobs in South Africa with our readers that seek employment. The job shown on this page, belongs to the Company as seen on the listing.

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Financial Advisor • Pietermaritzburg, KwaZulu-Natal, South Africa