Financial Advisor - Cape West Coast

Closing Date2023 / 03 / 31Reference NumberMMH230306-4Job TitleFinancial Advisor - Cape West CoastPosition TypePermanentRole FamilySalesClusterMetropolitan LifeRemote OpportunityNone of the timeLocation - CountrySouth AfricaLocation - ProvinceWestern CapeLocation - Town / CityParowIntroduction

Metropolitan is one of the oldest financial services brands in South Africa. With a 125-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 7 African countries including, Namibia, Botswana, Kenya, Ghana and Lesotho. 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 PurposeAttract, 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 longterm viability.Requirements

• 1-2 years’ experience in a financial advice rendering role (essential)
• 1-3 years’ experience in the financial services industry (desirable)
• Degree in Financial Planning, Business, Finance, Economics, or equivalent qualification
• Certificate of proficiency in Insurance or equivalent qualification
• Relevant legislative / regulatory exams or qualifications
• Specific licensing or registration
• Certified Financial Planner (CFP) or equivalent registration
• Interpersonal skills
• Communication skills
• Planning skills Influencing skills
• Knowledge of the financial services industry
• Knowledge of relevant legislation

Duties & Responsibilities

INTERNAL PROCESS

CLIENT

PEOPLE

FINANCE

Competencies