Strategic Financial Advisor – Grow Clients & Wealth

Metropolitan; Gauteng; Sur place; ZAR 240 000 - 360 000; Plein temps

Résumé du poste

Metropolitan is seeking a dynamic sales professional in Gauteng to attract, acquire and retain clients by selling company products and delivering after-sales service. The role emphasizes understanding clients’ financial wellness needs, achieving production targets and maintaining strong client relationships.

Ideal candidates have prior sales or call centre experience, FAIS compliance (RE5) preferred, and a valid driver’s license.

Qualifications

• Minimum 2–3 years in a Sales/Call Centre environment
• 2 years’ experience in the insurance and/or financial services industry rendering financial advice is advantageous
• FAIS compliance requirements
• Regulatory examination (RE) 5
• Driver’s license and own transport desirable

Responsabilités

• 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 all administrative and reporting requirements within agreed timeframes
• Achieve targets on production, quality and conversion
• Provide financial advice in line with engagement strategy to enhance client wellbeing
• Build and maintain relationships with clients and stakeholders
• Provide regular reports on service delivery against SLAs and targets

Connaissances

Sales/Call Centre experience

Insurance/financial services exposure

Formation

Matric or equivalent (NQF4)

National Senior Certificate in Finance/Business Management

Description du poste

Metropolitan is seeking a dynamic sales professional in Gauteng to attract, acquire and retain clients by selling company products and delivering after-sales service. The role emphasizes understanding clients’ financial wellness needs, achieving production targets and maintaining strong client relationships.

Ideal candidates have prior sales or call centre experience, FAIS compliance (RE5) preferred, and a valid driver’s license.