Financial Advisor: Grow Clients & Deliver Trusted Advice

Metropolitan; Gauteng; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Metropolitan in Gauteng seeks a dynamic Sales Advisor to attract, acquire and retain clients by selling financial products and providing after-sales service to ensure client retention and market share growth.

You will engage prospects, perform affordability analyses, and deliver compliant financial advice while meeting targets and reporting requirements. RE5 preferred; FAIS compliance required.

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.
• 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).

Responsibilities

• Engage with prospective clients to highlight the features and benefits of products based on financial wellness needs to support decision-making.
• Sell products in line with client’s financial needs by conducting affordability analysis to achieve goals.
• 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 in line with legislative requirements.
• Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.

Skills

Sales experience

Call centre experience

Financial advisory knowledge

Education

Matric or NQF4

National Senior Certificate in Finance/Business Management

FAIS Compliance Requirements

RE5 Certification

Job description

Metropolitan in Gauteng seeks a dynamic Sales Advisor to attract, acquire and retain clients by selling financial products and providing after-sales service to ensure client retention and market share growth.

You will engage prospects, perform affordability analyses, and deliver compliant financial advice while meeting targets and reporting requirements. RE5 preferred; FAIS compliance required.