Financial Adviser – Central
- Company: Metropolitan Life
- Location: Bloemfontein, Welkom, Phuthaditjhaba or Kimberley, Free State / Northern Cape
- Position Type: Permanent
- Role Family: Sales
- Cluster: Metropolitan Life
- Reference Number: MMH260901-14
- Closing Date: 30 September 2026
- Remote Opportunity: None
Job Overview
Metropolitan Life is looking for Financial Advisers – Central to join its sales team. The positions are based across Bloemfontein, Welkom, Phuthaditjhaba and Kimberley.
The successful candidates will be responsible for attracting, acquiring and retaining clients by identifying their financial needs and recommending appropriate company products. The role also involves generating new business, providing after-sales service and contributing to client retention and business growth.
Role Purpose
The Financial Adviser will attract, acquire and retain clients by selling Metropolitan products that meet their financial requirements.
The successful candidate will generate new business, provide after-sales service, build lasting client relationships and contribute towards increasing market share and achieving the organisation’s long-term business objectives.
Key Responsibilities
- Engage with prospective clients to understand their financial needs.
- Identify suitable financial solutions based on clients’ requirements.
- Sell company products aligned with clients’ financial needs.
- Generate new business opportunities.
- Provide effective after-sales service to existing clients.
- Build and maintain strong client relationships.
- Accurately capture client information and sales details.
- Achieve agreed production, quality and conversion targets.
- Maintain accurate records of client interactions and sales.
- Comply with applicable legislative and regulatory requirements.
- Adhere to all company compliance requirements.
- Contribute towards client retention and increased market share.
Minimum Requirements
Applicants must meet the following requirements:
- Matric / N4 equivalent qualification.
- Meet applicable FAIS requirements based on the Date of First Appointment (DOFA).
- Relevant regulatory examinations if already working in the financial services industry.
- 2–3 years’ experience in a sales environment.
- Strong computer literacy skills.
- Fluency in English.
Skills and Competencies
The ideal candidate should demonstrate:
- Strong verbal communication skills.
- Numerical reasoning ability.
- Good planning and time-management skills.
- Self-reliance and independence.
- Resilience and determination.
- Ability to manage relationships effectively.
- Strong sales behaviours.
- Persistence and a target-driven approach.
- Ability to deal professionally with difficult clients.
- Competitive and achievement-oriented mindset.
- Entrepreneurial approach.
- Ability to set ambitious targets and work towards financial and business objectives.
- Ability to operate effectively in an environment requiring autonomy and initiative.
About Metropolitan Life
Metropolitan is an established South African financial services brand with a long history of serving communities through affordable financial solutions designed to support financial growth and security.
The company provides financial wellness solutions for a range of client needs, including funeral insurance, health solutions, savings, hospital cash-back cover, retirement solutions and life insurance.
Metropolitan operates in South Africa and also has a presence in several African countries, including Namibia, Botswana, Kenya, Ghana and Lesotho.