Client-Focused Financial Advisor

Metropolitan; Gauteng; On-site; ZAR 300,000 - 460,000; Full time

Job summary

Metropolitan in Gauteng is seeking a motivated Field Sales Adviser to attract, acquire and retain clients by selling our financial products and delivering after-sales service to grow market share and ensure client loyalty.

The role requires FAIS compliance, RE5, a Matric/ NQF4, and experience in field sales or insurance/financial services, with a driving licence preferred. You will build relationships, meet targets and support strategic financial wellness for clients.

Qualifications

• 2–3 years’ experience in a Field Sales/Call Centre environment.
• 2 years’ experience in the insurance and/or financial services industry rendering financial advice.
• Matric or equivalent NQF 4 qualifications.
• National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification.
• FAIS Compliance Requirements.
• Regulatory examination (RE) 5.
• Driver’s license and own transport (desirable).

Responsibilities

• Engage with prospective clients to highlight features and benefits of various products based on their financial wellness needs to support and guide decision-making.
• Sell products in line with client’s financial needs by conducting affordability analysis to achieve clients’ financial goals.
• Calculate and advise on tax and legal implications of products and or changes.
• Accurately capture client information, relevant actions and sales on the systems.
• Accurately complete all administrative and reporting requirements within agreed timeframes.
• Achieve set targets on production, quality and conversion.
• Adhere to compliance requirements in the sales process in line with legislative requirements.
• Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
• Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
• Escalate client queries to the relevant department or stakeholder.
• Provide accurate information and advice to clients and stakeholders to ensure that the client receives the appropriate services.
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
• Build and maintain relationships with clients and internal and external stakeholders.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
• Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Positively influence and participate in change initiatives.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Take ownership for driving career development.
• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Manage financial and other company resources under your control with due respect.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

Job description

Metropolitan in Gauteng is seeking a motivated Field Sales Adviser to attract, acquire and retain clients by selling our financial products and delivering after-sales service to grow market share and ensure client loyalty.

The role requires FAIS compliance, RE5, a Matric/ NQF4, and experience in field sales or insurance/financial services, with a driving licence preferred. You will build relationships, meet targets and support strategic financial wellness for clients.