Financial Adviser: Empower Clients, Grow Your Career

Momentum; Gqeberha; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Metropolitan in South Africa seeks a goal-driven sales professional to attract, acquire and retain clients by selling financial products and delivering after-sales service. The role focuses on meeting targets, ensuring client retention and growing market share while adhering to regulatory requirements.

Candidates should have Matric/N4, FAIS DOFA readiness, 2–3 years in sales, and strong computer skills. Fluency in English and a resilient, self-reliant attitude are essential for success.

Qualifications

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

Sales experience

Client engagement

Regulatory compliance

English fluency

Computer literacy

Verbal fluency

Numerical reasoning

Time management

Self-reliant

Resilient

Relationship management

Sales drive

Entrepreneurial spirit

Education

Matric / N4

FAIS DOFA eligibility

Tools

MS Excel

CRM software

Job description

Metropolitan in South Africa seeks a goal-driven sales professional to attract, acquire and retain clients by selling financial products and delivering after-sales service. The role focuses on meeting targets, ensuring client retention and growing market share while adhering to regulatory requirements.

Candidates should have Matric/N4, FAIS DOFA readiness, 2–3 years in sales, and strong computer skills. Fluency in English and a resilient, self-reliant attitude are essential for success.