Financial Adviser - Western Cape, Paarl, South Africa - Metropolitan

    Metropolitan
    Metropolitan Western Cape, Paarl, South Africa

    2 weeks ago

    Default job background
    Full time
    Description

    Metropolitan's job vacancy, Career and Recruitment

    Job title : Financial Adviser – Boland jobs in Western Cape

    Job Location : Western Cape, Paarl

    Deadline : May 05, 2024

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    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
  • Strong computer literacy skills
  • Fluency in English

    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
  • Manage relationships well.
  • Demonstrate sales behaviors .
  • Be entrepreneurial

    *Accounting / Financial Services jobs in south africa
    *Financial Adviser – Boland in Paarl