Financial Wellness Advisor

Momentum; Bellville; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Metropolitan in South Africa seeks a dynamic sales professional to attract, acquire and retain clients by selling company products and delivering after-sales service to grow market share and ensure long-term viability.

You will engage with prospect clients to understand their financial needs, record client information, and achieve production, quality and conversion targets while complying with regulations.

Qualifications

• 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.

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

Fluency in English

Strong computer literacy

Sales experience

Education

Matric / N4 Equivalent

Job description

Metropolitan in South Africa seeks a dynamic sales professional to attract, acquire and retain clients by selling company products and delivering after-sales service to grow market share and ensure long-term viability.

You will engage with prospect clients to understand their financial needs, record client information, and achieve production, quality and conversion targets while complying with regulations.