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Field Financial Advisor

Location:Bethlehem, Kroonstad and Welkom
Education level:Matric
Job level:Junior/Mid
Type:Permanent


Job description


  • 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


Requirements

  • 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

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Liona Mathiase

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See also: Consultant, Advisor

Metropolitan

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.

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