Financial Advisor: Grow Clients with Trusted Advice

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

Job summary

Metropolitan is seeking a proactive Sales Advisor to attract, acquire and retain clients by selling company products and delivering after-sales service. You will guide client decisions, assess affordability and provide financial advice in line with regulatory requirements.

The role requires 2–3 years in sales/call centre and up-to-date FAIS RE5 compliance. A matric/NQF4 and driver’s license are preferred, with strong customer service and results orientation.

Qualifications

• 2–3 years experience in a Sales/Call Centre environment.
• 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 various products based on their financial wellness needs in order to support and guide their decision-making process.
• Sell products in line with client’s financial needs by conducting affordability analysis in order to achieve clients’ financial goals.
• Calculated and advise on tax and legal implications of products and or changes.
• Accurately capture client information, relevant actions and sales on the systems.
• Accurately complete all administrative and reporting requirements within agreed timeframes.
• Achieve set 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 services knowledge

Client relationship management

Compliance awareness

Education

Matric or equivalent qualification (NQF4)

FAIS compliance & RE5

Job description

Metropolitan is seeking a proactive Sales Advisor to attract, acquire and retain clients by selling company products and delivering after-sales service. You will guide client decisions, assess affordability and provide financial advice in line with regulatory requirements.

The role requires 2–3 years in sales/call centre and up-to-date FAIS RE5 compliance. A matric/NQF4 and driver’s license are preferred, with strong customer service and results orientation.