Financial Advisor Momentum Bloemfontein, Free State x2 – Central (Bloemfontein & Kimberley)
Apply now to join a legacy of empowerment and growth!
The Financial Advisor will attract, acquire, and retain clients by selling Metropolitan Life’s products. This role is vital to generating new business and providing after-sales service, ensuring client retention, increasing market share, and contributing to the company’s long-term growth and sustainability.
Job Overview:
- Location: Bloemfontein & Kimberley, Free State, South Africa
- Closing Date: 31 August 2025
- Reference Number: MMH250731-4
- Position Type: Permanent
- Company: Metropolitan Life (Momentum)
Company Overview
Metropolitan Life is one of South Africa’s oldest and most respected financial services brands, with a proud 127-year legacy. We empower African communities by providing affordable financial solutions that support financial growth and security. Operating across South Africa and seven other African countries, including Namibia, Botswana, Kenya, Ghana, and Lesotho, Metropolitan offers a wide range of products tailored to meet the needs of low-income clients, from funeral insurance to retirement solutions.
Visit us: www.metropolitan.co.za
Key Requirements
Matric / N4 Equivalent Qualification
Compliance with FAIS requirements based on DOFA date
Relevant regulatory examinations for candidates already in financial services
5 years’ experience for candidates with matric qualification
1–2 years’ experience preferred for candidates with an undergraduate degree
Strong computer literacy skills
Fluency in English
Duties & Responsibilities
Engage with prospective clients to assess and understand their financial needs
Sell products aligned to clients’ financial goals and requirements
Accurately capture client information and sales data
Achieve production, quality, and conversion targets
Adhere strictly to legislative regulations and compliance standards
Competencies & Attributes
Strong verbal communication skills
Numerical reasoning ability
Effective time management and planning skills
Self-reliance and resilience in a high-pressure environment
Strong relationship management and sales skills
Entrepreneurial mindset with ambition and persistence
Policy Statement
Metropolitan is committed to Employment Equity, diversity, and inclusion in both internal and external recruitment processes. We encourage applications from people with disabilities and ensure all appointments align with our Employment Equity goals.