Client-Centric Financial Advisor

Metropolitan; Gqeberha; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Metropolitan in South Africa is seeking a sales-focused professional to attract, acquire and retain clients by selling company products and providing after-sales service. The role aims to generate new business, increase market share and contribute to long-term viability.

The ideal candidate holds Matric / N4, meets FAIS DOFA requirements, has 2-3 years in sales, strong computer literacy, and fluent English to engage with clients and ensure compliance.

Qualifications

• Matric/ N4 Equivalent Qualification.
• FAIS requirements based on DOFA date.
• Relevant regulatory examinations if you are already working in the financial services industry.
• 2 - 3 years in a Sales environment.
• Strong computer literacy skills.
• Fluency in English

Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients’ financial requirements.
• Accurately record client information and sales details
• Achieve targets related to production, quality and conversion.
• Comply with legislative regulations and adhere to all compliance requirements.

Skills

Computer literacy

English fluency

Education

Matric / N4 Equivalent

FAIS regulatory requirements

Regulatory examinations (financial services)

Job description

Metropolitan in South Africa is seeking a sales-focused professional to attract, acquire and retain clients by selling company products and providing after-sales service. The role aims to generate new business, increase market share and contribute to long-term viability.

The ideal candidate holds Matric / N4, meets FAIS DOFA requirements, has 2-3 years in sales, strong computer literacy, and fluent English to engage with clients and ensure compliance.