Financial Adviser - Cape Interior

Momentum; Worcester; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Metropolitan is seeking a dynamic sales-focused professional in Worcester, South Africa. The role focuses on attracting, acquiring, and retaining clients by selling company financial products and delivering after-sales service to strengthen client relationships and grow market share.

Requirements include Matric/N4, FAIS DOFA-based qualifications, and regulatory exams for the financial services sector, with 2–3 years in sales and strong computer literacy. English fluency is essential for success.

Qualifications

• Matric/ N4 Equivalent qualification.
• FAIS requirements based on DOFA date.
• Relevant regulatory examinations if you are already working in the financial services industry.
• 1–2 years’ experience for individuals with undergraduate degree
• 2–3 years in a Sales environment
• Strong computer literacy skills
• Fluency in English

Responsibilities

• Matric/ N4 Equivalent Qualification.
• FAIS requirements based on DOFA date.
• Relevant regulatory examinations if you are already working in the financial services industry.
• 1–2 years’ experience for individuals with undergraduate degree
• 2–3 years in a Sales environment
• Strong computer literacy skills
• Fluency in English

Skills

Fluent English

Computer literacy

Sales experience

Client engagement

Education

Matric/ N4 Equivalent

FAIS requirements based on DOFA date

Regulatory examinations in financial services

Job description

Metropolitan is one of the oldest financial services brands in South Africa. With a 128-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the brand is also present in 7 African countries including, Namibia, Botswana, Kenya, Ghana and Lesotho. Metropolitan provides financial wellness solutions that meet the needs of low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance.

Visit us:

www.metropolitan.co.za

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.

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.
• 1 - 2 years’ experience for individuals with undergraduate degree
• 2 - 3 years in a Sales environment
• Strong computer literacy skills
• Fluency in English

Duties & Responsibilities

• Matric/ N4 Equivalent Qualification.
• FAIS requirements based on DOFA date
• Relevant regulatory examinations if you are already working in the financial services industry.
• 1 - 2 years’ experience for individuals with undergraduate degree
• 2 - 3 years in a Sales environment
• Strong computer literacy skills
• Fluency in English

Competencies

• 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.