Financial Wellness Advisor: Grow Clients & Retain

Momentum; Mitchells Plain; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Metropolitan is seeking a dynamic sales professional to engage with prospective clients, understand their financial needs and sell suitable financial solutions. You will record client details accurately, work toward production targets and maintain compliance with regulatory requirements.

Two to three years in a sales role, strong computer skills and fluency in English are essential. The role is based in Mitchells Plain, South Africa, with an on-site work arrangement and a focus on client

Qualifications

• Matric/ N4 Equivalent Qualification.
• FAIS requirements based on DOFA date
• 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

Verbal fluency

Numerical reasoning

Time management

Self-reliant

Resilience

Relationship management

Sales drive

Entrepreneurial mindset

Education

Matric/N4 or equivalent

FAIS eligibility (DOFA)

Regulatory examinations in financial services

Job description

Metropolitan is seeking a dynamic sales professional to engage with prospective clients, understand their financial needs and sell suitable financial solutions. You will record client details accurately, work toward production targets and maintain compliance with regulatory requirements.

Two to three years in a sales role, strong computer skills and fluency in English are essential. The role is based in Mitchells Plain, South Africa, with an on-site work arrangement and a focus on client