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Metropolitan Life is one of South Africa’s oldest and most respected financial services brands, with a 127-year history of empowering African communities through innovative, affordable financial solutions. The company offers services such as funeral insurance, life insurance, hospital cash-back cover, savings, retirement solutions, and health-related financial products. While based in South Africa, Metropolitan also operates in seven other African countries including Namibia, Botswana, Kenya, Ghana, and Lesotho.
Financial Adviser - Free State (Bloemfontein) job at Metropolitan Life I Apply Now
Free State, South Africa
Are you looking for Finance jobs in South Africa 2025 today? Then you might be interested in Financial Adviser - Free State (Bloemfontein) job at Metropolitan Life.
Deadline:
30 Jul 2025
Financial Adviser - Free State (Bloemfontein) job at Metropolitan Life
Metropolitan Life
Job Description
This permanent position is ideal for a dynamic and goal-oriented individual who is passionate about financial wellness. The role involves engaging with prospective clients to understand their financial needs, recommending suitable Metropolitan products, and ensuring accurate client records. The adviser will also be expected to meet production and quality targets, while complying with industry regulations and standards. The successful candidate should be entrepreneurial, resilient, and client-focused.
Duties, Roles and Responsibilities
Qualifications, Education and Competencies
See all details of the qualifications, competencies and education for this role under the "How to Apply" section below.
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Engage with prospective clients to identify their financial needs
Offer suitable financial products that meet client requirements
Accurately capture client and sales data
Meet or exceed performance targets (production, quality, conversion)
Ensure full compliance with relevant legislation and regulatory requirements
Foster long-term relationships with clients for retention and referrals
SERVICES
COMMERCIAL
SERVICES
INDUSTRIAL
SERVICES
RESIDENTIAL
Qualifications:
Matric/N4 or equivalent
Regulatory examinations (if currently in financial services)
FAIS-compliant based on DOFA date
Undergraduate degree (preferred)
Experience:
Minimum 5 years of experience for those with only matric
1–2 years of experience for candidates with an undergraduate degree
2–3 years of experience in a sales environment
Competencies:
Strong verbal and numerical reasoning skills
Computer literacy
Excellent time management and planning
Resilience and ability to bounce back from setbacks
Strong relationship management
Demonstrated sales behaviors
Entrepreneurial mindset
