Financial Adviser_ Peninsula

Details

Closing Date2026/11/30

Reference NumberMMH261030-12

Job TitleFinancial Adviser_ Peninsula

Position TypePermanent

Role FamilySales

ClusterMetropolitan Life

Remote OpportunityNone of the time

Location – CountrySouth Africa

Location – ProvinceWestern Cape

Location – Town / CityPeninsula, Mitchells Plain, Bellville, Khayelitsha

IntroductionMetropolitan is one of the oldest financial services brands in South Africa. With a 128-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa’s people through affordable financial solutions that create financial growth and security.
Metropolitan operates in South Africa, but the brand is also present in 7 African countries including, Namibia, Botswana, Kenya, Ghana and Lesotho. Metropolitan provides financial wellness solutions that meet the needs of low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance.
Visit us:
www.metropolitan.co.za

DisclaimerAs an applicant, please verify the legitimacy of this job advert on our company career page.

Role PurposeAttract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.

Requirements
Matric/ N4 Equivalent Qualification.
FAIS requirements based on DOFA date
Relevant regulatory examinations if you are already working in the financial services industry.
2 – 3 years in a Sales environment.
Strong computer literacy skills.
Fluency in English.

Duties & Responsibilities
Engage with prospect clients to understand their financial needs.
Sell products that align with the clients’ financial requirements.
Accurately record client information and sales details
Achieve targets related to production, quality and conversion.
Comply with legislative regulations and adhere to all compliance requirements.

Competencies
Verbally fluent
Numerical reasoning ability
Be able to plan and manage their time.
Self-reliant
Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
Manage relationships well.
Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)

Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.