Client-Focused Financial Advisor

Metropolitan; Gauteng; On-site; ZAR 250,000 - 320,000; Full time

Job summary

Metropolitan is seeking a Sales Advisor to attract, acquire and retain clients by selling company products and providing after-sales service. The role involves assessing client financial wellness needs, performing affordability analyses and guiding decisions to meet long-term objectives.

The ideal candidate has 2–3 years in sales/call centre and a background in insurance/financial services. A matric/NQF4 and a valid RE5 are preferred, with driving flexibility and a SA driver’s license.

Qualifications

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

Responsibilities

• Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs.
• Sell products in line with client’s financial needs by conducting affordability analysis.
• Calculate and advise on tax and legal implications of products or changes.
• Accurately capture client information, actions and sales in the systems.
• 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.

Skills

Sales experience

Client engagement

Financial advisory

Education

Matric or equivalent

NQF4 qualification

Finance/Business management background

Tools

CRM systems

Job description

Metropolitan is seeking a Sales Advisor to attract, acquire and retain clients by selling company products and providing after-sales service. The role involves assessing client financial wellness needs, performing affordability analyses and guiding decisions to meet long-term objectives.

The ideal candidate has 2–3 years in sales/call centre and a background in insurance/financial services. A matric/NQF4 and a valid RE5 are preferred, with driving flexibility and a SA driver’s license.