Opportunity
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Financial Advisor in Bellville

Metropolitan is one of the oldest financial services brands in South Africa. With a 116 year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa’s people through affordable financial solutions that create financial growth and security. NB - please ensure you record your voice clip at the end of this application

Role Description
  • 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
  • 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
  • Understand and adapt approach to meet the needs of the client


Benefits

  • Medical Aid
  • Pension
  • Training

Work Hours
  • Monday - Friday: 8:00am to 5:00pm

Salary
Basic + Commission

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