Financial Adviser (MMH251215-7)
Job Details
- Job Title: Financial Adviser – Central (Bloemfontein / Kimberley)
- Company: Metropolitan Life
- Cluster: Metropolitan Life
- Role Family: Sales
- Position Type: Permanent
- Reference Number: MMH251215-7
- Closing Date: 28 January 2026
Location:
Country: South Africa
Province: Free State
Primary City: Bloemfontein
Additional Area: Kimberley
Remote Work: None (On-site / Field-based)
Role Purpose
To attract, acquire, and retain clients by selling Metropolitan Life’s financial products, while providing ongoing after-sales service. The role focuses on increasing market share, ensuring client retention, and contributing to the organisation’s long-term sustainability through compliant, needs-based financial advice.
Products & Client Segment
Metropolitan focuses on affordable financial solutions for low- to middle-income clients, including:
Funeral Insurance
Life Insurance
Health Solutions
Savings Products
Hospital Cash-back Cover
Retirement Solutions
Key Duties & Responsibilities
Engage prospective clients to understand their financial needs and goals.
Recommend and sell financial products aligned to client requirements.
Accurately capture client information and sales records.
Achieve sales targets related to production, quality, and conversion.
Provide after-sales service to ensure client retention.
Maintain compliance with FAIS, regulatory, and internal policies.
Contribute to brand growth and market penetration in the Central region.
Minimum Requirements
Matric / N4 or equivalent qualification.
FAIS requirements based on Date of First Appointment (DOFA).
Relevant Regulatory Examinations (RE) if already in the financial services industry.
1–2 years’ experience (preferred for candidates with an undergraduate degree).
2–3 years’ experience in a sales environment.
Strong computer literacy skills.
Fluency in English.
Key Competencies & Attributes
Strong verbal communication and interpersonal skills.
Good numerical reasoning ability.
Strong planning and time management skills.
Self-reliant and able to work independently.
High resilience, drive, and determination.
Ability to manage and grow client relationships.
Strong sales behaviours: persistence, competitiveness, and achievement focus.
Entrepreneurial mindset with comfort in a performance-driven environment.
What Metropolitan Offers
Opportunity to work for a 127-year-old trusted brand.
Exposure to a wide range of financial and insurance products.
Performance-driven career with earning and growth potential.
Opportunity to make a meaningful impact in communities.
Career development within a reputable financial services group