Strategic Financial Advisor

Metropolitan; Gauteng; On-site; ZAR 250,000 - 350,000; Full time

Job summary

Metropolitan is seeking a driven salesperson to attract, acquire, and retain clients by selling company products and delivering after-sales service to ensure client retention and growth. You will conduct affordability analyses and advise on financial options to help clients meet their goals.

The role emphasizes FAIS compliance, RE5 readiness, and building strong client relationships while achieving production and service targets in a dynamic financial services environment.

Qualifications

• 2 - 3 years experience in a Sales/ Call Centre environment (essential)
• 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
• Matric or equivalent NQF 4 qualification (or higher)
• National Senior Certificate in Finance/ Business Management and/or equivalent qualification
• FAIS Compliance Requirements
• Regulatory examination (RE) 5
• Driver’s license and own transport (desirable)

Responsibilities

• Engage with prospective clients to highlight features and benefits of products based on financial wellness needs.
• Sell products in line with client’s financial needs by conducting affordability analysis.
• Advise on tax and legal implications of products or changes.
• Accurately capture client information and sales on systems.
• Complete administrative and reporting requirements within agreed timeframes.
• Achieve targets on production, quality and conversion.
• Adhere to compliance requirements in the sales process.
• Provide financial advice in line with engagement strategy to enhance client wellness.
• Investigate client queries and provide timely feedback.
• Escalate queries to the relevant department or stakeholder.
• Provide accurate information and advice to clients and stakeholders.
• Provide regular reports on delivery of services against SLAs and targets.
• Build and maintain relationships with clients and stakeholders.
• Make recommendations to improve client service and fair treatment.
• Contribute to a culture of rewarding relationships and exceptional service.

Skills

Sales experience

Financial advisory

Communication skills

Customer service

Education

Matric or equivalent NQF 4

National Senior Certificate in Finance/ Business Management

FAIS Compliance Requirements

Regulatory examination RE5

Tools

CRM systems

Job description

Metropolitan is seeking a driven salesperson to attract, acquire, and retain clients by selling company products and delivering after-sales service to ensure client retention and growth. You will conduct affordability analyses and advise on financial options to help clients meet their goals.

The role emphasizes FAIS compliance, RE5 readiness, and building strong client relationships while achieving production and service targets in a dynamic financial services environment.