Financial Advisor at Metropolitan

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

•      Grade 12 OR an equivalent NQF4 plus 5 years working experience OR Grade 12 with post matric qualification plus 1-2 years working experience
•      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 the FSCA requirements need to have a RE5, FSCA recognised qualification, minimum 1 year financial services experience in the applicable sub-category and proof of CPD hours completed per sub-category.
•      Computer literate (Required)
•      Fluency in English (Required)
•      Driver's license (Preferred)
•      Own transport (Preferred)

Responsibilities and work outputs

•      Conduct needs analysis to understand and enhance client's financial wellness
•      Create financial plans for clients that address their financial wellness needs
•      Offer solutions (products) to clients to address their financial wellness needs
•      Present information sharing sessions on financial planning topics
•      You will spend a fair amount of time travelling to clients
•      You will perform an end to end function which include client analysis, financial wellness analysis, diary management and administration
•      Metropolitan provides Financial Wellness solutions that meet the needs of middle and low-income clients
•      Our products include funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance.
•      Interested in finance/sales/service, demonstrated through their previous work experience or studies
•      See financial advice as a career and invest in it
•      Have a clear understanding of the role
•      Understand and adapt approach to meet the needs of the client

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