Financial Wellness Advisor - Field Sales Expert

Momentum; Tzaneen; Sur place; ZAR 180 000 - 240 000; Plein temps

Résumé du poste

Metropolitan in South Africa seeks a Field Sales Advisor to attract, acquire and retain clients by selling financial wellness solutions and delivering after-sales service. The role focuses on growing the client base and ensuring long-term financial security for clients.

The ideal candidate has 2–3 years in field sales or call centre, FAIS compliance, RE5, Matric or NQF4, and a valid driver’s license. You will engage clients, perform affordability analyses and strive to meet sales targets within

Qualifications

• Experience in field sales or call centre environment with sales focus.
• Understanding of financial products and client needs.
• Regulatory compliance knowledge including FAIS and RE5.

Responsabilités

• Engage with prospective clients to highlight features and benefits of products.
• Sell products based on client needs and perform affordability analysis.
• Capture client information and sales activities accurately in systems.
• Meet production, quality and conversion targets while complying with regulations.
• Provide financial guidance aligned with client engagement strategy.

Connaissances

Financial advisory

Sales targets

Client relations

Formation

Matric or equivalent

NQF 4 Finance/Business

FAIS compliance

RE5

Description du poste

Metropolitan in South Africa seeks a Field Sales Advisor to attract, acquire and retain clients by selling financial wellness solutions and delivering after-sales service. The role focuses on growing the client base and ensuring long-term financial security for clients.

The ideal candidate has 2–3 years in field sales or call centre, FAIS compliance, RE5, Matric or NQF4, and a valid driver’s license. You will engage clients, perform affordability analyses and strive to meet sales targets within