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Financial Advisor - Tshwane

Financial Advisor - Tshwane

MomentumPretoria, Gauteng, South Africa
13 days ago
Job description

Join to apply for the Financial Advisor - Tshwane role at Momentum

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 provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and their long-term viability.

Requirements

  • Matric / N4 Equivalent
  • FAIS requirements based on DOFA date
  • Relevant regulatory examinations if you are already working in the financial services
  • 5 years’ experience in sales and / or customer service with 2 years’ experience selling insurance through sales fields
  • 1-2 years’ experience on insurance for individuals with undergraduate degree (preferred)
  • Strong computer literacy skills
  • Fluency in English

Duties & Responsibilities

  • Engage with prospective clients to understand their financial needs
  • Sell products that align with the clients’ financial goals
  • Accurately record client information and sales details
  • Achieve targets related to production, quality and client service
  • Comply with legislative regulations and adhere to all compliance requirements
  • Competencies

  • Numerical reasoning ability
  • Strong interpersonal and relationship-management skills
  • Self-reliant and able to plan and manage work
  • Resilient with drive, determination and risk tolerance
  • Demonstrates sales behaviors (customer engagement, persistence, competitive spirit)
  • Be entrepreneurial with ambition and autonomy
  • Seniority level

  • Mid-Senior level
  • Employment type

  • Full-time
  • Job function

  • Finance and Sales
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    Financial Advisor • Pretoria, Gauteng, South Africa