Client-Driven Financial Solutions Advisor

Metropolitan; Mossel Bay; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Metropolitan is seeking a dynamic sales professional in Mossel Bay to attract, acquire and retain clients through selling financial products and delivering after-sales service. The role focuses on understanding client needs, meeting production targets, and ensuring compliance with regulatory requirements.

Requirements include Matric/N4, FAIS-related examinations, 2–3 years in a sales environment and fluent English.

Qualifications

• Matric/ N4 Equivalent Qualification.
• Fluency in English.
• Strong computer literacy required.

Responsibilities

• Engage with prospect clients to understand financial needs.
• Sell products that align with clients' financial requirements.
• Record client information and sales details accurately.
• Achieve targets related to production, quality and conversion.
• Comply with legislative regulations and adhere to compliance requirements.

Skills

Fluency in English

Computer literacy

Education

Matric/N4 Equivalent

Job description

Metropolitan is seeking a dynamic sales professional in Mossel Bay to attract, acquire and retain clients through selling financial products and delivering after-sales service. The role focuses on understanding client needs, meeting production targets, and ensuring compliance with regulatory requirements.

Requirements include Matric/N4, FAIS-related examinations, 2–3 years in a sales environment and fluent English.