Financial Adviser Gauteng/ Ekurhuleni MMH260903-7

Metropolitan; Gauteng; On-site; ZAR 250,000 - 350,000; Full time

Job summary

Metropolitan is seeking a driven salesperson to attract, acquire, and retain clients by selling company products and delivering after-sales service to ensure client retention and growth. You will conduct affordability analyses and advise on financial options to help clients meet their goals.

The role emphasizes FAIS compliance, RE5 readiness, and building strong client relationships while achieving production and service targets in a dynamic financial services environment.

Qualifications

• 2 - 3 years experience in a Sales/ Call Centre environment (essential)
• 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
• Matric or equivalent NQF 4 qualification (or higher)
• National Senior Certificate in Finance/ Business Management and/or equivalent qualification
• FAIS Compliance Requirements
• Regulatory examination (RE) 5
• Driver’s license and own transport (desirable)

Responsibilities

• Engage with prospective clients to highlight features and benefits of products based on financial wellness needs.
• Sell products in line with client’s financial needs by conducting affordability analysis.
• Advise on tax and legal implications of products or changes.
• Accurately capture client information and sales on systems.
• Complete administrative and reporting requirements within agreed timeframes.
• Achieve targets on production, quality and conversion.
• Adhere to compliance requirements in the sales process.
• Provide financial advice in line with engagement strategy to enhance client wellness.
• Investigate client queries and provide timely feedback.
• Escalate queries to the relevant department or stakeholder.
• Provide accurate information and advice to clients and stakeholders.
• Provide regular reports on delivery of services against SLAs and targets.
• Build and maintain relationships with clients and stakeholders.
• Make recommendations to improve client service and fair treatment.
• Contribute to a culture of rewarding relationships and exceptional service.

Skills

Sales experience

Financial advisory

Communication skills

Customer service

Education

Matric or equivalent NQF 4

National Senior Certificate in Finance/ Business Management

FAIS Compliance Requirements

Regulatory examination RE5

Tools

CRM systems

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

• 2 - 3 years experience in a Sales/ Call Centre environment (essential)
• 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
• Matric or equivalent NQF 4 qualification
• National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
• FAIS Compliance Requirements
• Regulatory examination (RE) 5
• Driver’s license and own transport (desirable)

Duties and Responsibilities

INTERNAL PROCESS

• Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
• Sell products in line with client’s financial needs by conducting affordability analysis in order to achieve clients’ financial goals.
• Calculated and advise on tax and legal implications of products and or changes.
• Accurately capture client information, relevant actions and sales on the systems.
• Accurately complete all administrative and reporting requirements within agreed timeframes.
• Achieve set targets on production, quality and conversion.
• Adhere to compliance requirements in the sales process in line with legislative requirements.
• Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
• Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
• Escalate client queries to the relevant department or stakeholder.
• Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
• Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.

CLIENT

• Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
• Escalate client queries to the relevant department or stakeholder.
• Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
• Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.

PEOPLE

• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Positively influence and participate in change initiatives.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Take ownership for driving career development.

FINANCE

• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Manage financial and other company resources under your control with due respect.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.