Financial Adviser – Central (Metropolitan Life) x1
Job Details
- Company: Metropolitan Life
- Position: Financial Adviser – Central
- Reference Number: MMH260901-14
- Position Type: Permanent
- Role Family: Sales
- Cluster: Metropolitan Life
- Location: Free State / Northern Cape
- Cities: Bloemfontein, Welkom, Phuthaditjhaba and Kimberley
- Work Arrangement: Fully on-site
- Closing Date: 30 September 2026
- Industry: Financial Services / Insurance
Company Overview
Metropolitan is an established South African financial services brand with a long history of providing financial solutions to communities across the country. The company focuses on financial wellness and offers products designed to support clients with needs such as funeral cover, healthcare, savings, hospital cash-back cover, retirement planning and life insurance.
Metropolitan also has a presence in several African countries, including Namibia, Botswana, Kenya, Ghana and Lesotho.
Job Overview
The Financial Adviser will be responsible for attracting, acquiring and retaining clients by identifying their financial needs and providing suitable Metropolitan products.
The role focuses on generating new business, delivering quality sales, providing after-sales service, maintaining client relationships and contributing to market share and overall business objectives.
Key Responsibilities
- Engage with prospective clients to understand their financial needs.
- Identify suitable financial products based on clients’ requirements.
- Sell company products and generate new business.
- Provide after-sales service to support client retention.
- Accurately capture client information and sales details.
- Achieve production, quality and conversion targets.
- Build and maintain strong client relationships.
- Follow all applicable legislative and regulatory requirements.
- Ensure compliance with company policies and financial services regulations.
- Contribute to the growth of the client base and market share.
Minimum Requirements
- Matric / Grade 12 or N4 equivalent qualification.
- FAIS requirements applicable according to the candidate’s 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.
- Fluency in English.
Key Skills and Competencies
- Strong verbal communication skills.
- Numerical reasoning ability.
- Planning and time-management skills.
- Self-reliance and independence.
- Resilience and determination.
- Strong relationship-management skills.
- Ability to deal professionally with challenging clients.
- Competitive and target-driven approach.
- Persistence and sales orientation.
- Entrepreneurial mindset.
- Ability to work autonomously and manage targets effectively.