Financial Adviser | Grow & Retain Your Client Base

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

Job summary

Metropolitan in South Africa seeks an energetic sales professional to attract, acquire and retain clients by selling financial products and delivering after-sales service to grow market share and sustain long-term viability.

You will engage with prospects to understand their financial needs, tailor suitable solutions, accurately record client information and sales details, and strive to meet targets while complying with all regulatory requirements.

Qualifications

• Matric or 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

Computer literacy

Fluency in English

Education

Matric/ N4 Equivalent Qualification

FAIS compliance (based on DOFA date)

Regulatory examinations in financial services

Job description

Metropolitan in South Africa seeks an energetic sales professional to attract, acquire and retain clients by selling financial products and delivering after-sales service to grow market share and sustain long-term viability.

You will engage with prospects to understand their financial needs, tailor suitable solutions, accurately record client information and sales details, and strive to meet targets while complying with all regulatory requirements.