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
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Matric / N4 Equivalent Qualification
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Compliance with FAIS requirements based on DOFA date
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Relevant regulatory examinations for candidates already in financial services
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5 years’ experience for candidates with matric qualification
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1–2 years’ experience preferred for candidates with an undergraduate degree
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Strong computer literacy skills
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Fluency in English
Duties & Responsibilities
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Engage with prospective clients to assess and understand their financial needs
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Sell products aligned to clients’ financial goals and requirements
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Accurately capture client information and sales data
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Achieve production, quality, and conversion targets
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Adhere strictly to legislative regulations and compliance standards
Competencies & Attributes
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Strong verbal communication skills
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Numerical reasoning ability
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Effective time management and planning skills
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Self-reliance and resilience in a high-pressure environment
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Strong relationship management and sales skills
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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.
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