Financial Adviser_ Central MMH261030-11

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

Job summary

Metropolitan is seeking a dynamic sales professional in Mossel Bay to attract, acquire and retain clients through selling financial products and delivering after-sales service. The role focuses on understanding client needs, meeting production targets, and ensuring compliance with regulatory requirements.

Requirements include Matric/N4, FAIS-related examinations, 2–3 years in a sales environment and fluent English.

Qualifications

• Matric/ N4 Equivalent Qualification.
• Fluency in English.
• Strong computer literacy required.

Responsibilities

• Engage with prospect clients to understand financial needs.
• Sell products that align with clients' financial requirements.
• Record client information and sales details accurately.
• Achieve targets related to production, quality and conversion.
• Comply with legislative regulations and adhere to compliance requirements.

Skills

Fluency in English

Computer literacy

Education

Matric/N4 Equivalent

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.