Metropolitan Health Vacancies – Financial Advisor

Job Responsibilities:

• 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

Job Requirements:

• Grade 12 OR
• an equivalent NQF4 plus 1 years working experience OR
• Grade 12 with post matric qualification plus 1-2 years working experience
• 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. (Recommended but not required)
• Candidate must have a minimum 1 year’ experience on sales
• Computer literate (Recommended)
• Driver’s license ( required)

Job Details:

Company: Metropolitan

Vacancy Type:  Full Time

Job Location: Rustenburg

Application Deadline: N/A

Apply Here

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