Financial Adviser_ Cape City MMH261030-5

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

Job summary

Metropolitan is seeking a proactive Sales professional in South Africa to attract, acquire, and retain clients by selling company products and generating new business. You will also provide after-sales service to ensure client retention, support market share growth, and contribute to the company's long-term objectives.

Key requirements include Matric/N4, FAIS compliance based on DOFA, relevant regulatory examinations, 2–3 years in a sales role, strong computer literacy, and fluency in English.

Qualifications

• Matric/N4 equivalent qualification.
• FAIS requirements based on DOFA date.
• Relevant 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

Computer literacy

English fluency

Education

Matric/ N4 Equivalent Qualification

Job description

Role Purpose

Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.

Requirements

• Matric/ N4 Equivalent Qualification.
• FAIS requirements based on DOFA date
• Relevant 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.

Duties and 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.