Financial Adviser – Central (Free State / Northern Cape)
- Employer: Metropolitan Life
- Position Type: Permanent
- Role Family: Sales
- Locations: Bloemfontein, Kimberley, Welkom, Bethlehem
- Closing Date: 31 May 2026
Position Overview
The Financial Adviser is responsible for attracting new clients, providing financial advice, recommending suitable financial products, and maintaining long-term client relationships. The role focuses on generating new business, achieving sales targets, delivering after-sales service, and helping clients improve their financial well-being through appropriate financial solutions.
This position is ideal for individuals who enjoy sales, relationship building, financial planning, and helping clients achieve their financial goals.
About Metropolitan
Metropolitan Life is one of South Africa’s oldest financial services brands with more than 128 years of experience. The company provides affordable financial solutions, including:
- Life Insurance
- Funeral Cover
- Retirement Solutions
- Savings Products
- Health Insurance Solutions
- Hospital Cash-Back Plans
- Financial Wellness Services
The company serves clients across South Africa and several African countries.
Main Responsibilities
Client Acquisition
- Identify and approach prospective clients.
- Generate new business opportunities through networking and referrals.
- Build and maintain a strong client base.
- Conduct client needs analyses and financial assessments.
Financial Advice and Sales
- Understand clients’ financial goals and needs.
- Recommend suitable financial products and solutions.
- Explain policy benefits, terms, and conditions.
- Assist clients in making informed financial decisions.
- Close sales and achieve production targets.
Client Relationship Management
- Maintain professional relationships with clients.
- Provide ongoing after-sales support.
- Conduct policy reviews and follow-up consultations.
- Address client queries and concerns promptly.
- Improve customer retention and satisfaction.
Administration and Record Keeping
- Accurately capture client information and sales data.
- Maintain client records and documentation.
- Complete application forms and policy documentation.
- Ensure administrative accuracy and compliance.
Compliance and Regulatory Requirements
- Comply with FAIS regulations and industry legislation.
- Follow company policies and compliance procedures.
- Maintain ethical and professional business practices.
- Ensure all advice and sales activities meet regulatory standards.
Performance Management
- Achieve sales, production, and conversion targets.
- Monitor personal performance against business objectives.
- Contribute to branch and regional sales growth.
Minimum Requirements
Educational Requirements
- Matric (Grade 12) or NQF Level 4 equivalent qualification
Experience Requirements
Applicants with a Degree
- 1–2 years of relevant experience
General Applicants
- 2–3 years of experience in a sales environment
Regulatory Requirements
FAIS Compliance
Applicants must meet applicable FAIS requirements based on their Date of First Appointment (DOFA).
Advantageous
- Relevant Regulatory Examinations (RE) completed
- Experience within the financial services industry
Technical Requirements
- Strong computer literacy
- Ability to work with digital systems and client databases
- Fluent in English (written and spoken)
Essential Skills
Sales Skills
- Prospecting
- Lead generation
- Consultative selling
- Closing sales
- Business development
- Negotiation
Financial Advisory Skills
- Financial needs analysis
- Product recommendation
- Client education
- Policy reviews
- Relationship management
Communication Skills
- Verbal communication
- Presentation skills
- Active listening
- Customer engagement
Administrative Skills
- Record keeping
- Documentation management
- Data capturing
- Compliance administration
Behavioural Competencies
Personal Effectiveness
- Self-reliance
- Initiative
- Accountability
- Professionalism
Sales Competencies
- Persistence
- Achievement orientation
- Competitiveness
- Client focus
- Results orientation
Relationship Skills
- Relationship building
- Networking
- Customer service
- Stakeholder engagement
Resilience
- Ability to recover from setbacks
- Confidence under pressure
- Determination and drive
- Positive attitude
Analytical Skills
- Numerical reasoning
- Problem solving
- Decision making
- Financial interpretation