Financial Wellness Advisor - Grow Client Wealth

Momentum; Gqeberha; 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 providing after‑sales service to ensure client retention, growth and long-term viability in the Eastern Cape, including Gqeberha.

You will engage prospect clients to understand their financial needs, sell suitable products, accurately record client information and sales details, and strive to meet targets for production, quality and conversion, while complying

Qualifications

• Matric/ N4 equivalent qualification is required.
• FAIS requirements based on DOFA date.
• 2-3 years in a sales environment.
• 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

Sales

Client acquisition

Computer literacy

FAIS knowledge

English fluency

Education

Matric/ N4 Equivalent Qualification

Job description

Metropolitan in South Africa seeks a dynamic sales professional to attract, acquire and retain clients by selling company products and providing after‑sales service to ensure client retention, growth and long-term viability in the Eastern Cape, including Gqeberha.

You will engage prospect clients to understand their financial needs, sell suitable products, accurately record client information and sales details, and strive to meet targets for production, quality and conversion, while complying