Financial Wellness Advisor — Grow Impact & Client Security

Momentum; Khayelitsha; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Metropolitan seeks a sales professional to attract, acquire and retain clients by selling company products and generating new business. You will provide after-sales service to ensure client retention and contribute to market growth in South Africa.

Required: Matric/N4, FAIS DOFA, regulatory exams if in financial services, 2–3 years in sales, strong computer literacy, and fluent English. Duties include engaging with prospects, selling products, recording client data, and meeting production

Qualifications

• Matric/N4 equivalent qualification.
• FAIS requirements based on DOFA date.
• Regulatory examinations if you are already working in the financial services industry.

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

Education

Matric/N4 Equivalent Qualification

FAIS requirements (DOFA)

Regulatory examinations (if in financial services)

Job description

Metropolitan seeks a sales professional to attract, acquire and retain clients by selling company products and generating new business. You will provide after-sales service to ensure client retention and contribute to market growth in South Africa.

Required: Matric/N4, FAIS DOFA, regulatory exams if in financial services, 2–3 years in sales, strong computer literacy, and fluent English. Duties include engaging with prospects, selling products, recording client data, and meeting production