Financial Advisor ( Boland) at Metropolitan

Role Purpose

Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.

Requirements

• 1-2 years’ experience in a financial advice rendering role (essential)
• 1-3 years’ experience in the financial services industry (desirable)

Formal qualifications

• B Degree in Financial Planning
• Business
• Finance
• Economics or equivalent qualification,
• Certificate of proficiency in Insurance or equivalent qualification
•  Relevant legislative/regulatory exams or qualifications
• Specific licensing or registration
• Certified Financial Planner (CFP) or equivalent registration
• Communication skills
• Planning skills
• Influencing skills