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Financial Advisor - Cape City MMH250929-4

Financial Advisor - Cape City MMH250929-4

MetropolitanBellville, Western Cape, South Africa
19 days ago
Job description

Financial Advisor - Cape City MMH -4

Join to apply for the Financial Advisor - Cape City MMH -4 role at Metropolitan

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.
  • 1 - 2 years’ experience for individuals with undergraduate degree (preferred)
  • 2 - 3 years in a Sales environment
  • Strong computer literacy skills
  • Fluency in English

Duties and 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.
  • We are an equal opportunities employer and are committed to creating a diverse and inclusive workplace.

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    Financial Advisor • Bellville, Western Cape, South Africa

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