Financial Adviser_ Peninsula MMH261030-12

Metropolitan; Mitchells Plain; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Metropolitan is seeking a motivated sales professional to attract, acquire, and retain clients by selling company products and providing after-sales service to ensure client retention and market share growth.

The role requires Matric / N4, FAIS compliance, regulatory exams, 2–3 years in sales, strong computer literacy, and fluency in English. You will engage prospects, match products to client needs, and maintain accurate records to support performance targets.

Qualifications

• Matric/ N4 equivalent qualification.
• FAIS requirements based on DOFA date.
• Relevant regulatory examinations if you are already working in the financial services industry.

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

Strong computer literacy

Fluent in English

Education

Matric / N4 Equivalent Qualification

FAIS requirements based on DOFA date

Relevant regulatory examinations

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.