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  • Posted: May 11, 2021
    Deadline: Not specified
  • Metropolitan part of Momentum Metropolitan Life Limited, is an authorised financial service (FSP 44673) and credit provider (NCRCP). With a legacy of over 120 years, Metropolitan has been serving and empowering South African communities with accessible financial solutions through the best and challenging times. As one of the largest financial services co...
    Read more about this company


    Financial Advisor

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

    •      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

    Method of Application

    Interested and qualified? Go to Metropolitan on to apply

    Note: Never pay for any training, certificate, assessment, or testing to the recruiter.

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