Financial Advisor
MMI Holdings Ltd
Stellenbosch
1d ago

ROLE PURPOSE

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 3 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.

Candidate must have a minimum 2 years' experience selling Financial products

Computer literate (Required)

Fluency in English (Required)

Driver’s license (Preferred, but not required)

Own transport (Preferred, but not required)

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

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