Client-Focused Financial Advisor: Grow & Retain Wealth Solutions

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

Job summary

Metropolitan is seeking a driven sales professional to attract, acquire and retain clients by selling company products. You will generate new business and provide after-sales service to improve client retention and expand market share, contributing to Metropolitan's long-term viability.

Role requires Matric/N4, FAISbased on DOFA, regulatory exams if already in financial services, 2–3 years in sales, strong computer literacy and English fluency.

Qualifications

• Matric/ N4 equivalent qualification.
• FAIS requirements based on DOFA date.
• Relevant regulatory examinations if you are already working in the financial services industry.

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

English fluency

Computer literacy

Education

Matric/ N4 Equivalent Qualification

Job description

Metropolitan is seeking a driven sales professional to attract, acquire and retain clients by selling company products. You will generate new business and provide after-sales service to improve client retention and expand market share, contributing to Metropolitan's long-term viability.

Role requires Matric/N4, FAISbased on DOFA, regulatory exams if already in financial services, 2–3 years in sales, strong computer literacy and English fluency.