Financial Services Representative
5 days ago
We are seeking a skilled and dedicated Sales Financial Advisor to join our Metropolitan team. As a Sales Financial Advisor, you will play a crucial role in providing top-notch financial services to our clients, helping them achieve their long-term goals.
Key Responsibilities:
- Engage with prospective clients to understand their financial needs and provide personalized solutions.
- Sell insurance and financial products that meet client requirements, ensuring accurate affordability analysis and tax implications.
- Provide exceptional customer service, responding promptly to client queries and escalating concerns as necessary.
- BUILD STRONG RELATIONSHIPS with clients and internal stakeholders, driving sales growth and customer satisfaction.
Requirements:
- Matric or equivalent NQF 4 qualification.
- 2 years' experience in sales and/or customer service roles.
- 2 years' experience in the insurance and/or financial services industry (advantageous).
- Compliance with FAIS Fit and Proper requirements.
- Finance or Business-related tertiary qualification (desirable).
What We Offer:
- A competitive salary and benefits package.
- Ongoing training and development opportunities.
- The chance to work with a leading financial services company.
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