Metropolitan Financial Advisors Professional
5 days ago
We are seeking a talented Sales Financial Advisor to join our team at Metropolitan. The successful candidate will be responsible for providing exceptional financial services to our clients, helping them achieve their long-term goals.
Main 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.
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).
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Talent Pool
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