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Field Financial Advisor
|Location:||Bethlehem, Kroonstad and Welkom|
Proactively strive to achieve personal financial targets through effective planning, time management, diligence and appropriate stress management
Present information-sharing sessions on financial planning topics to engage new business and enhance the knowledge of potential clients
Analyse situations carefully, understand the complexity and consequences before quickly taking action through clear, well thought out decisions
Accurately identify problems and proactively solve them
Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organised
Timeously complete all administrative and reporting duties related to the role
Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services
Support and guide clients through the decision making process by displaying exceptional product knowledge and customer centricity
Regularly review client accounts to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment
Build sound relationships with others through honesty, trust and respect
Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements
Be self-confident, self-motivated entrepreneurs and relentlessly pursue targets and goals.
Effectively manage time and ensure optimal productivity
Research and monitor financial market trends to ensure that plans are relevant, effective and to identify any necessary updates
Prepare, interpret and present client financial performance and other relevant information so enhance client understanding and facilitate decision-making
Conduct client financial needs analysis in order to develop and implement a customized financial plan to achieve clients’ financial goals
- Matric/ equivalent NQF4 qualification (required)
- 1-2 years’ experience in Financial Industry (Field Advisors)
- Undergraduate degree (preferred but not required ).
- FAIS requirements based on DOFA date (required).
- Computer literate (required).
Posted on 08 Apr 08:16
With a legacy of over 120 years, Metropolitan has been serving and empowering South African communities with accessible financial solutions through the best and challenging times.