Financial Advisor — Client Growth & Solutions Specialist

Metropolitan; Bloemfontein; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Metropolitan in South Africa seeks a sales professional to attract, acquire, and retain clients by selling company products and providing after-sales service to ensure client retention and market growth.

The role requires 2-3 years in a sales environment, matric/N4, FAIS regulatory awareness, and strong computer literacy. Fluency in English is essential for client communications and regulatory compliance.

Qualifications

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

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

English fluency

Computer literacy

Education

Matric/ N4 Equivalent Qualification

FAIS requirements based on DOFA date

Relevant regulatory examinations

Job description

Metropolitan in South Africa seeks a sales professional to attract, acquire, and retain clients by selling company products and providing after-sales service to ensure client retention and market growth.

The role requires 2-3 years in a sales environment, matric/N4, FAIS regulatory awareness, and strong computer literacy. Fluency in English is essential for client communications and regulatory compliance.