Client-Focused Financial Growth Advisor

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

Job summary

Metropolitan is seeking a results-driven sales professional in the Western Cape to attract, acquire and retain clients by selling financial products and delivering after-sales service. You will aim to grow market share while ensuring compliance and high service standards.

The role requires Matric/N4, FAIS-related qualifications, and 2–3 years in sales, with fluent English and strong computer skills. Performances will be measured by production, quality and conversion targets.

Qualifications

• Matric/N4 equivalent qualification.
• FAIS requirements based on DOFA date.
• Regulatory examinations if you are already working in the financial services industry.
• 2–3 years in a Sales environment.
• 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

Fluency in English

Computer literacy

Education

Matric/ N4 Equivalent Qualification

FAIS regulatory examinations

Job description

Metropolitan is seeking a results-driven sales professional in the Western Cape to attract, acquire and retain clients by selling financial products and delivering after-sales service. You will aim to grow market share while ensuring compliance and high service standards.

The role requires Matric/N4, FAIS-related qualifications, and 2–3 years in sales, with fluent English and strong computer skills. Performances will be measured by production, quality and conversion targets.