Field Financial Advisor & Client Growth

Metropolitan; Rustenburg; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Metropolitan is recruiting for a sales-focused role in Rustenburg to attract, acquire and retain clients by selling company products and delivering after-sales service. The candidate will drive new business and support client financial wellness through compliant advisory services.

Requirements include 2-3 years in field sales, 2 years in insurance/financial services, and FAIS/RE5 readiness, with matric and a valid driver’s license preferred.

Qualifications

• 2-3 years' experience in Field Sales in a corporate environment.
• 2 years' experience in the insurance/financial services industry rendering financial advice (advantageous).
• Matric or equivalent NQF 4 qualifications.
• National Senior Certificate in Finance/Business Management or equivalent.
• FAIS Compliance Requirements.
• Regulatory examination (RE) 5.
• Driver's license and own transport (desirable).

Responsibilities

• Engage with prospective clients to highlight features and benefits of products.
• Sell products based on clients' financial needs following affordability analysis.
• Advise on tax and legal implications of products or changes.
• Accurately capture client information and actions in systems.
• Complete administrative and reporting requirements within agreed timeframes.
• Achieve targets on production, quality and conversion.
• Adhere to compliance requirements in the sales process.
• Provide financial advice aligned with engagement strategy to enhance client wellness.

Skills

Field Sales

Financial services

Compliance awareness

Customer service

Education

Matric / NQF4

Finance/Business Cert

Job description

Metropolitan is recruiting for a sales-focused role in Rustenburg to attract, acquire and retain clients by selling company products and delivering after-sales service. The candidate will drive new business and support client financial wellness through compliant advisory services.

Requirements include 2-3 years in field sales, 2 years in insurance/financial services, and FAIS/RE5 readiness, with matric and a valid driver’s license preferred.