Client-Centric Financial Advisor | Sales & Retention

Metropolitan; Paarl; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Metropolitan is seeking a results‑driven sales professional to attract, acquire and retain clients by selling company financial products and delivering after‑sales service to ensure client retention and growth in market share.

The ideal candidate has 2–3 years in a sales environment, strong computer literacy, English fluency, and is familiar with FAIS/DOFA regulatory requirements. This on‑site role targets new business while maintaining compliance with regulations.

Qualifications

• Matric/N4 qualification required.
• FAIS DOFA compliance requirements.
• Regulatory examinations if you are already working in the financial services industry.
• 2–3 years in a sales environment.
• Strong computer literacy.
• 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

Sales experience

Computer literacy

English fluency

Education

Matric/N4 equivalent

FAIS/DOFA compliance

Job description

Metropolitan is seeking a results‑driven sales professional to attract, acquire and retain clients by selling company financial products and delivering after‑sales service to ensure client retention and growth in market share.

The ideal candidate has 2–3 years in a sales environment, strong computer literacy, English fluency, and is familiar with FAIS/DOFA regulatory requirements. This on‑site role targets new business while maintaining compliance with regulations.