Financial Adviser- Somerset West MMH261002-11

Metropolitan; Somerset West; Presencial; ZAR 180 000 - 240 000; Tempo integral

Resumo da oferta

Metropolitan is seeking a results-driven sales professional in the Western Cape to attract, acquire and retain clients by selling financial products and delivering after-sales service. You will aim to grow market share while ensuring compliance and high service standards.

The role requires Matric/N4, FAIS-related qualifications, and 2–3 years in sales, with fluent English and strong computer skills. Performances will be measured by production, quality and conversion targets.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Fluency in English

Computer literacy

Formação académica

Matric/ N4 Equivalent Qualification

FAIS regulatory examinations

Descrição da oferta de emprego

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.