Field Sales Financial Advisor

Momentum; Thohoyandou; On-site; ZAR 240,000 - 320,000; Full time

Job summary

Metropolitan is seeking a results-driven Financial Advisor to attract, acquire and retain clients by selling company products and providing after-sales service to grow market share and secure client loyalty.

Requirements include 2–3 years in field sales or call centre, FAIS compliance, RE5, Matric/NQF 4, and a valid driver’s license. You will build relationships with clients and stakeholders, and deliver compliant financial advice to meet business objectives.

Qualifications

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

Responsibilities

• Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs to support and guide their decision-making process.
• Sell products in line with client’s financial needs by conducting affordability analysis to achieve clients’ financial goals.
• Calculated and advise on tax and legal implications of products and or changes.
• Accurately capture client information, relevant actions and sales on the systems.
• Accurately complete all administrative and reporting requirements within agreed timeframes.
• Achieve set targets on production, quality and conversion.
• Adhere to compliance requirements in the sales process in line with legislative requirements.
• Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.

Job description

Metropolitan is seeking a results-driven Financial Advisor to attract, acquire and retain clients by selling company products and providing after-sales service to grow market share and secure client loyalty.

Requirements include 2–3 years in field sales or call centre, FAIS compliance, RE5, Matric/NQF 4, and a valid driver’s license. You will build relationships with clients and stakeholders, and deliver compliant financial advice to meet business objectives.