Client-Driven Financial Adviser

Metropolitan; Khayelitsha; On-site; ZAR 201,000 - 268,000; Full time

Job summary

Metropolitan in South Africa seeks a client-focused sales professional to attract new clients, sell financial products and provide after-sales service to retain clients and grow market share in the Western Cape.

The role requires Matric/N4, FAIS regulatory compliance, 2–3 years sales experience, strong computer literacy and fluency in English; you will engage prospects, record details and strive to meet production and conversion targets while ensuring regulatory compliance.

Qualifications

• Matric/ N4 equivalent qualification.
• FAIS requirements based on DOFA date.
• 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

Sales

Client retention

Computer literacy

English fluency

Education

Matric / N4 Equivalent

FAIS requirements / DOFA

Job description

Metropolitan in South Africa seeks a client-focused sales professional to attract new clients, sell financial products and provide after-sales service to retain clients and grow market share in the Western Cape.

The role requires Matric/N4, FAIS regulatory compliance, 2–3 years sales experience, strong computer literacy and fluency in English; you will engage prospects, record details and strive to meet production and conversion targets while ensuring regulatory compliance.