Financial Advisor North West

Introduction

Metropolitan is one of the oldest financial services brands in South Africa. With a 127-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 12 African countries including, Namibia, Botswana, Kenya, Ghana, Nigeria, Lesotho, and Swaziland. 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. Visit us at: www.metropolitan.co.za.

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.

Cluster

Remote Opportunity

Disclaimer

2 - 3 years experience in a Sales/ Call Centre environment (essential)

2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)

Matric or equivalent NQF 4 qualification

National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification

FAIS Compliance Requirements

Regulatory examination (RE) 5

Driver’s license and own transport (desirable)

2 - 3 years experience in a Sales/ Call Centre environment (essential)

2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)

Matric or equivalent NQF 4 qualification

National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification

FAIS Compliance Requirements

Regulatory examination (RE) 5

Driver’s license and own transport (desirable)

Examining Information: Analyse and process information; ask probing questions and strive to find solutions to problems.

Interacting with People: Project enthusiasm and focus on building strong relationships and networks.

Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.

Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.

Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.

Meeting Timescales: Strong focus on meeting target and deadlines