Client-Focused Financial Advisor for Growth & Service

Metropolitan; Bellville; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Metropolitan in South Africa is seeking an energetic sales professional to attract, acquire and retain clients by offering company financial products and services. You will engage prospects, assess needs, and drive new business while delivering reliable after-sales support.

The role requires FAIS awareness, Matric/N4, and 2–3 years in sales, with strong computer literacy and fluency in English. You will record client details, achieve targets, and ensure compliance with regulations in a dynamic,

Qualifications

• Matric/N4 or equivalent is required.
• FAIS requirements must be met per DOFA date.
• Regulatory examinations relevant to the financial services industry.
• 2–3 years of sales experience is preferred.
• Strong computer literacy and closing skills.

Responsibilities

• Engage with prospect clients to understand financial needs.
• Sell products aligning with clients' financial requirements.
• Accurately record client information and sales details.
• Achieve targets related to production, quality and conversion.
• Comply with regulatory requirements and applicable legislation.

Skills

Sales

English fluency

Computer literacy

Client engagement

Education

Matric/N4 Equivalent Qualification

FAIS compliance requirements

Regulatory examinations

Job description

Metropolitan in South Africa is seeking an energetic sales professional to attract, acquire and retain clients by offering company financial products and services. You will engage prospects, assess needs, and drive new business while delivering reliable after-sales support.

The role requires FAIS awareness, Matric/N4, and 2–3 years in sales, with strong computer literacy and fluency in English. You will record client details, achieve targets, and ensure compliance with regulations in a dynamic,