Financial Adviser: Build Wealth & Secure Clients

Momentum; Gqeberha; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Metropolitan in South Africa is recruiting for a dynamic sales professional to attract, acquire and retain clients by selling company financial products and delivering after-sales service to ensure client satisfaction and long-term loyalty.

Engage with prospect clients to understand their needs, record accurate information, and drive production, quality and conversion targets while complying with legislative and regulatory requirements.

Qualifications

• Matric/ N4 equivalent required.
• FAIS requirements based on DOFA date.
• Relevant regulatory examinations if already in financial services.
• 2–3 years in a sales environment.
• Strong computer literacy and English fluency.

Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products aligning 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 compliance requirements.

Skills

Verbal fluency

Numerical reasoning

Time management

Self-reliant

Resilience

Relationship management

Sales mindset

Entrepreneurial spirit

Education

Matric/ N4 Equivalent Qualification

DOFA regulatory Examinations

Regulatory examinations (if in financial services)

Job description

Metropolitan in South Africa is recruiting for a dynamic sales professional to attract, acquire and retain clients by selling company financial products and delivering after-sales service to ensure client satisfaction and long-term loyalty.

Engage with prospect clients to understand their needs, record accurate information, and drive production, quality and conversion targets while complying with legislative and regulatory requirements.