Financial Services Representative

5 days ago


Benoni, Gauteng, South Africa Metropolitan Full time
Role Overview

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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