Financial Wellness Advisor — Growth & Client Trust

Momentum; Mossel Bay; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Metropolitan is seeking a proactive sales professional to attract, acquire, and retain clients by offering company products and delivering after-sales service to drive growth and market share in South Africa.

Ideal candidates will have Matric/N4, FAIS exposure, and 2-3 years in sales, with strong computer skills and fluency in English. The role emphasizes compliance, target achievement, and customer-centric service.

Qualifications

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

Fluent English

Strong computer literacy

Numerical reasoning

Time management

Self-reliant

Relationship management

Education

Matric/N4 Equivalent Qualification

Job description

Metropolitan is seeking a proactive sales professional to attract, acquire, and retain clients by offering company products and delivering after-sales service to drive growth and market share in South Africa.

Ideal candidates will have Matric/N4, FAIS exposure, and 2-3 years in sales, with strong computer skills and fluency in English. The role emphasizes compliance, target achievement, and customer-centric service.