Growth-Focused Financial Advisor

Momentum; Qonce; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Metropolitan is seeking a results-driven salesperson to attract, acquire and retain clients by selling company products and providing after-sales service to ensure client retention and market growth. The role emphasizes meeting production and conversion targets while complying with regulations.

Requirements include Matric/N4, FAIS DOFA compliance, 2–3 years in sales, strong computer literacy and fluent English.

Qualifications

• 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.

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-oriented

Entrepreneurial mindset

Education

Matric / N4 Equivalent Qualification

Job description

Metropolitan is seeking a results-driven salesperson to attract, acquire and retain clients by selling company products and providing after-sales service to ensure client retention and market growth. The role emphasizes meeting production and conversion targets while complying with regulations.

Requirements include Matric/N4, FAIS DOFA compliance, 2–3 years in sales, strong computer literacy and fluent English.