Client-First Financial Advisor

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

Job summary

Metropolitan in Paarl is seeking a results-driven sales professional to attract, acquire and retain clients by selling our financial products and delivering after-sales service to ensure client satisfaction and growth.

The role requires Matric/N4, FAIS compliance based on DOFA date, relevant regulatory examinations, 2–3 years in a sales environment, strong computer literacy and fluency in English. You will engage with prospect clients, record information and meet targets.

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 experience

Computer literacy

English fluency

Education

Matric/N4 Equivalent

FAIS regulatory knowledge

Job description

Metropolitan in Paarl is seeking a results-driven sales professional to attract, acquire and retain clients by selling our financial products and delivering after-sales service to ensure client satisfaction and growth.

The role requires Matric/N4, FAIS compliance based on DOFA date, relevant regulatory examinations, 2–3 years in a sales environment, strong computer literacy and fluency in English. You will engage with prospect clients, record information and meet targets.