- Job Type Full Time
- Qualification Matric , National Certificate
- Experience 5 years
- Location KwaZulu-Natal
- Job Field Sales / Marketing / Retail / Business Development
Financial Adviser – Verulam at Metropolitan
Financial Adviser – Verulam
Role Purpose
- Attract, 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 long-term viability.
Requirements
- Matric/ N4 Equivalent Qualification.
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services industry.
- 5 years’ experience for individuals with matric
- 1-2 years’ experience for individuals with undergraduate degree (preferred)
- Strong computer literacy skills
- Fluency in English
- Driver’s license (desirable)
Duties & 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.
Competencies
- 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 behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
Closing Date
2025/12/06
Method of Application
Interested and qualified? Go to Metropolitan on metropolitan.erecruit.co to apply

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