Empowering Financial Adviser for Growth & Retention

Momentum; Hermanus; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Metropolitan in Hermanus is seeking a results-driven sales professional to attract, acquire and retain clients by offering suitable financial solutions and after-sales service to build trust and grow market share.

You will engage with prospects, record client information accurately, and drive production and conversion targets while complying with regulations and internal policies. Fluency in English and strong numerical skills are essential.

Qualifications

• Matric/ N4 Equivalent Qualification.
• FAIS requirements based on DOFA date.
• Regulatory examinations if already in financial services.
• 2–3 years in a sales environment.
• Strong computer literacy.
• Fluency in English.

Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products that align with 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

Verbal fluency

Numerical reasoning

Time management

Self-reliant

Resilience

Relationship management

Sales drive

Education

Matric/N4 Equivalent Qualification

Job description

Metropolitan in Hermanus is seeking a results-driven sales professional to attract, acquire and retain clients by offering suitable financial solutions and after-sales service to build trust and grow market share.

You will engage with prospects, record client information accurately, and drive production and conversion targets while complying with regulations and internal policies. Fluency in English and strong numerical skills are essential.