Financial Advisor

Metropolitan


Metropolitan is one of the oldest financial services brands in South Africa. With a 116 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 9 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. www.metropolitan.co.za

 

ROLE PURPOSE

 

To enhance the lifetime financial wellness of people, their families and their communities through empowerment and education

 

RESPONSIBILITIES AND WORK OUTPUTS

 

  • Proactively strive to achieve personal financial targets through effective planning, time management, diligence and appropriate stress management
  • Present information-sharing sessions on financial planning topics to engage new business and enhance the knowledge of potential clients
  • Analyse situations carefully, understand the complexity and consequences before quickly taking action through clear, well thought out decisions 
  • Accurately identify problems and proactively solve them
  • Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organised
  • Timeously complete all administrative and reporting duties related to the role
  • Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services
  • Support and guide clients through the decision making process by displaying exceptional product knowledge and customer centricity
  • Regularly review client accounts to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment
  • Build sound relationships with others through honesty, trust and respect
  • Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements
  • Be self-confident, self-motivated entrepreneurs and relentlessly pursue targets and goals.
  • Effectively manage time and ensure optimal productivity
  • Research and monitor financial market trends to ensure that plans are relevant, effective and to identify any necessary updates
  • Prepare, interpret and present client financial performance and other relevant information so enhance client understanding and facilitate decision-making
  • Conduct client financial needs analysis in order to develop and implement a customized financial plan to achieve clients’ financial goals

 

COMPETENCIES REQUIRED

 

  • 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 behaviours (deal with difficult clients, competitive, achieving, persistent)
  • Be entrepreneurial (set ambitious targets, self-reliant, financial prosperity in high risk environment, autonomy
  • Be computer literate

 

EXPERIENCE AND QUALIFICATIONS

 

  • Grade 12 or an equivalent NQF4 qualification
  • Grade 12 with post matric qualification equivalent of NQF5
  • 2 years experience in the Financial Industry (Field Advisor)
  • Candidate must have the aptitude to become Fit and Proper as per the requirements of the FSCA
  • Candidate that is fully Fit and proper as per FSCA requirements need to have a RE5, FSCA recognized qualification, minimum 1 year financial services experience in the applicable sub category and proof of CPD hours completed per sub category
  • Seniority level


    Not Applicable

  • Employment type


    Full-time

  • Job function


    Sales and Finance

  • Industries


    Insurance


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