Financial Services

Financial Advisor - Cape City Mmh260928-8

Metropolitan·Bellville, Western Cape, South Africa, south-africa·Full Time·Onsite
Financial Servicesmid-levelFull TimeOnsite
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Role Purpose

Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.

Requirements

  • Matric/ N4 Equivalent Qualification.
  • FAIS requirements based on DOFA date
  • Relevant regulatory examinations if you are already working in the financial services industry.
  • 2 - 3 years in a Sales environment.
  • Strong computer literacy skills.
  • Fluency in English.

Duties and 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 all compliance requirements.

As an applicant, please verify the legitimacy of this job advert on our company career page.-227383768

At a glance

Company

Metropolitan

Location

Bellville, Western Cape, South Africa, south-africa

Employment

Full Time

Experience

mid-level

Valid until

Not specified

Created

October 20, 2026