Financial Wellness Advisor - Grow Clients & Portfolios

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

Résumé du poste

Metropolitan, a long-standing South African financial services brand, is seeking a sales-focused role in Paarl to attract, acquire and retain clients by selling a range of products and delivering after-sales service. The position emphasizes building market share and contributing to long-term viability through compliant client interactions.

The role requires Matric/N4, FAIS DOFA-based qualifications, regulatory exams if applicable, 2-3 years sales experience, strong computer literacy and English

Qualifications

• Matric/ N4 Equivalent Qualification is required.
• FAIS requirements based on DOFA date.
• Regulatory examinations if already in financial services.
• 2-3 years in a sales environment.
• Strong computer literacy.
• Fluency in English.

Responsabilités

• 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.

Description du poste

Metropolitan, a long-standing South African financial services brand, is seeking a sales-focused role in Paarl to attract, acquire and retain clients by selling a range of products and delivering after-sales service. The position emphasizes building market share and contributing to long-term viability through compliant client interactions.

The role requires Matric/N4, FAIS DOFA-based qualifications, regulatory exams if applicable, 2-3 years sales experience, strong computer literacy and English