Client-Focused Financial Advisor | Growth & Retention

Metropolitan; Parow; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Metropolitan in Parow is seeking a sales professional to attract, acquire and retain clients by selling company products and providing after-sales service to ensure client retention and market share growth.

You will engage with prospects, understand their financial needs, and record client information while aiming to meet production and conversion targets. The role requires FAIS qualifications, Matric/N4, English fluency and strong computer literacy, with 2–3 years in sales.

Qualifications

• Matric/N4 equivalent qualification is required.
• FAIS requirements based on DOFA date must be met.
• Relevant regulatory examinations if already in financial services.
• 2–3 years of sales experience.
• 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

English fluency

Education

Matric / N4 Equivalent

Job description

Metropolitan in Parow is seeking a sales professional to attract, acquire and retain clients by selling company products and providing after-sales service to ensure client retention and market share growth.

You will engage with prospects, understand their financial needs, and record client information while aiming to meet production and conversion targets. The role requires FAIS qualifications, Matric/N4, English fluency and strong computer literacy, with 2–3 years in sales.