Financial Advisor - EC Central

Metropolitan

6d

About The Position

Metropolitan is one of the oldest financial services brands in South Africa, with a 128-year legacy of serving communities. The company provides financial wellness solutions, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions, and life insurance, primarily for low-income clients. Metropolitan operates in South Africa and seven other African countries. The role of the Financial Advisor is to attract, acquire, and retain clients by selling company products, generating new business, and providing after-sales service to ensure client retention, increase market share, and contribute to business objectives.

Requirements

• Matric/ N4 Equivalent Qualification.
• FAIS requirements based on DOFA date.
• Relevant regulatory examinations if already working in the financial services industry.
• 1 - 2 years’ experience for individuals with an undergraduate degree.
• 2 - 3 years in a Sales environment.
• Strong computer literacy skills.
• Fluency in English.

Nice To Haves

• Verbally fluent.
• Numerical reasoning ability.
• Ability to plan and manage their time.
• Self-reliant.
• Resilient (drive, determination, risk tolerance, bounce back after setbacks).
• Ability to manage relationships well.
• Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).

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.
• Provide after sales service to clients to ensure client retention.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED