Financial Adviser - Central

Momentum; Bloemfontein; On-site; ZAR 900,000 - 1,200,000; Full time

Job summary

Metropolitan is seeking a skilled leader to manage and motivate a team of Financial Advisers in Bloemfontein. You will drive client experiences, support channel sales targets, and ensure adherence to regulatory requirements.

The role requires FAIS, RE5, and Class of Business qualifications, plus 3–5 years in financial services and 2 years of managerial experience. Valid driver’s license and own vehicle are advantages. Salary is market-competitive with growth opportunities.

Qualifications

• Matric or equivalent NQF Level 5 qualification.
• FAIS-Representative legislative qualifications are required.
• RE5 certification is mandatory.
• Class of Business 3 and 7 are preferred.

Responsibilities

• Leading and managing a team of Financial Advisers.
• Developing action plans to drive sales and enhance performance.
• Ensuring compliance with operational processes and legislative requirements.
• Cultivating a branch culture to energise employees and maximise productivity.
• Recruiting and selecting high performing Financial Advisers to join your team.

Skills

Business Acumen

Client Stakeholder Commitment

Drive for Results

Leads Change and Innovation

Motivating and Inspiring Team

Impact and Influence

Collaboration

Self-Awareness and Insight

Education

Matric / NQF Level 5

RE5

FAIS Representative qualification

Class of Business 3 and 7 (preferable)

Job description

Metropolitan is one of the oldest financial services brands in South Africa. With a 129-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 12 African countries including, Namibia, Botswana, Kenya, Ghana, Nigeria, Lesotho, and Swaziland. 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 at: www.metropolitan.co.za

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

Role Purpose

Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets.

Requirements

• Matric or equivalent NQF Level 5 qualification
• RE5
• FAIS Representative legislative qualification
• Class of Business 3 and 7 (preferable)

Experience

• 3-5 years of working experience in the financial services industry
• A minimum of 2 years of managerial experience overseeing the rendering of financial advice
• Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products
• A valid driver's license and access to your own vehicle
• Computer literacy

Duties & Responsibilities

• Leading and managing a team of Financial Advisers
• Developing action plans to drive sales and enhance performance.
• Ensuring compliance with operational processes and legislative requirements
• Cultivating a branch culture to energise employees and maximise productivity.
• Recruiting and selecting high performing Financial Advisers to join your team.

Competencies

• Business Acumen
• Client/ Stakeholder Commitment
• Drive for Results
• Leads Change and Innovation
• Motivating and Inspiring Team
• Impact and Influence
• Collaboration
• Self-Awareness and Insight