Wealth Growth Advisor — Build, Protect & Retain Clients

Metropolitan; Khayelitsha; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Metropolitan is seeking a proactive sales professional in the Western Cape to attract, acquire, and retain clients by selling company products and providing after-sales service to ensure client retention and market growth.

The role requires FAIS regulatory alignment, 2–3 years of sales experience, and strong English communication, with solid computer literacy to manage client records and sales details.

Qualifications

• Matric or N4 equivalent is required.
• FAIS requirements depend on DOFA date.
• Relevant regulatory examinations if already working in financial services.
• 2–3 years in a Sales environment.
• Strong computer literacy.
• 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 compliance requirements.

Skills

Sales experience

English fluency

Strong computer literacy

Education

Matric / N4

Job description

Metropolitan is seeking a proactive sales professional in the Western Cape to attract, acquire, and retain clients by selling company products and providing after-sales service to ensure client retention and market growth.

The role requires FAIS regulatory alignment, 2–3 years of sales experience, and strong English communication, with solid computer literacy to manage client records and sales details.