Financial Adviser – Central x1
Job Details
- Position: Financial Adviser – Central (Free State / Northern Cape)
- Reference Number: MMH260504-6
- Industry: Financial Services / Insurance
- Job Type: Permanent
- Role Family: Sales
- Location:
- Bloemfontein
- Kimberley
- Welkom
- Bethlehem
- Closing Date: 31 May 2026
Company Overview
Metropolitan Life is one of South Africa’s oldest financial services brands with over 128 years of experience providing affordable financial solutions.
The company offers:
- Funeral insurance
- Health cover
- Savings solutions
- Retirement products
- Hospital cash-back cover
- Life insurance
Metropolitan operates across South Africa and several African countries including:
- Namibia
- Botswana
- Kenya
- Ghana
- Lesotho
Job Description
The Financial Adviser role focuses on:
- Attracting new clients
- Selling financial products
- Providing after-sales service
- Building long-term customer relationships
- Growing market share and business profitability
The successful candidate will help clients choose financial solutions that meet their personal and financial needs while achieving sales and service targets.
Duties and Responsibilities
The successful candidate will:
Client Engagement
- Meet with prospective clients
- Understand customer financial needs
- Build and maintain strong client relationships
Sales and Financial Advice
- Recommend and sell suitable financial products
- Promote company services professionally
- Generate new business opportunities
Administration and Compliance
- Accurately capture client and sales information
- Ensure all documentation is completed correctly
- Follow financial regulations and compliance requirements
Performance Management
- Achieve:
- Sales targets
- Production targets
- Conversion targets
- Quality standards
- Provide after-sales service to retain clients
Minimum Requirements
Applicants must have:
- Matric / Grade 12 or N4 equivalent qualification
- FAIS requirements according to DOFA date
- Relevant regulatory examinations (if already in the financial services industry)
Experience Requirements
Applicants should have:
- 1–2 years’ experience (for candidates with an undergraduate degree)
OR
- 2–3 years’ experience in a sales environment
Required Skills and Competencies
Successful candidates should demonstrate:
Communication Skills
- Strong verbal communication
- Fluency in English
Sales Skills
- Confidence in dealing with clients
- Ability to persuade and close sales
- Persistence and target-driven behaviour
Personal Attributes
- Self-reliance
- Resilience and determination
- Good time management
- Relationship-building ability
Technical Skills
- Strong computer literacy
- Numerical reasoning ability
Suitable Candidates
This role is ideal for individuals with backgrounds in:
- Sales
- Insurance
- Banking
- Financial services
- Customer service
- Business development
Career Benefits
The role offers opportunities to:
- Build a long-term career in financial services
- Develop sales and advisory skills
- Grow client portfolios
- Increase earnings through performance and sales success