Senior Financial Advisor - Insurance Specialist

Placements24; Kimberley; Hybrid; CAD 59,000 - 100,000; Full time

Benefits offered by this job

Uncapped commission

Performance bonuses

Medical aid

Retirement fund

Hybrid work model

Job summary

Placements24 is seeking a Senior Financial Advisor with an insurance focus to join their team in Kimberley. In this hybrid role you will deliver comprehensive financial planning, recommend life insurance, investment-linked products, and related risk solutions while building enduring client relationships.

The ideal candidate has CFP or NQF Level 5 in Financial Services, 5+ years of advisory experience, strong sales and communication skills, and a willingness to travel within the Kimberley area.

Qualifications

• Relevant qualifications (CFP or NQF 5 in Financial Services) and proven advisory experience.
• Minimum 5 years as a Financial Advisor with focus on insurance and investments.
• Strong sales targets history and client-satisfaction record.
• Excellent knowledge of life insurance, investment‑linked policies, retirement and estate planning.
• Proficient in financial planning software and CRM systems; strong communication.

Responsibilities

• Conduct in-depth financial needs analysis for individual and corporate clients.
• Develop and present personalized financial and insurance plans including life insurance and investment‑linked products.
• Provide expert risk management and wealth preservation advice.
• Build and maintain long-term client relationships with regular reviews.
• Identify cross-sell opportunities and drive client acquisition strategies.
• Stay updated on market trends and regulatory changes affecting clients.
• Ensure compliance with financial regulations and ethical standards.
• Manage a client portfolio with a focus on high retention.

Skills

Sales ability

Analytical skills

Interpersonal skills

Communication skills

Financial advisory skills

Education

CFP or NQF Level 5 in Financial Services

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client, a respected financial services group, is seeking a dedicated Senior Financial Advisor with a specialization in insurance products to join their team in Kimberley, Northern Cape. This hybrid role allows for a flexible work arrangement, combining remote client interactions with in-office consultations and team collaboration. You will be responsible for providing comprehensive financial planning and insurance solutions to clients, helping them achieve their long‑term financial goals. This involves assessing client needs, recommending appropriate life insurance, investment‑linked insurance, and other risk management products, and building lasting client relationships. The ideal candidate will possess strong financial acumen, excellent communication and sales skills, and a deep understanding of the insurance and investment landscape. This is a key position for driving client satisfaction and business growth within the Kimberley market.

Key Responsibilities

• Conduct in-depth financial needs analysis for individual and corporate clients.


• Develop and present personalized financial and insurance plans, including life insurance, annuities, and investment‑linked products.


• Provide expert advice on risk management and wealth preservation strategies.


• Build and maintain strong, long‑term relationships with clients through regular reviews and proactive engagement.


• Identify opportunities to cross-sell and up‑sell financial products and services.


• Stay current with market trends, regulatory changes, and new financial products.


• Ensure compliance with all relevant financial advisory regulations and ethical standards.


• Manage a portfolio of clients, aiming for high retention and satisfaction rates.


• Collaborate with internal specialists to provide holistic financial solutions.


• Contribute to the team's business development efforts and client acquisition strategies in Northern Cape.

Requirements

• Relevant financial planning qualifications (e.g., CFP, NQF Level 5 in Financial Services).


• Minimum of 5 years of experience as a Financial Advisor, with a strong focus on insurance and investment products.


• Proven track record of successfully meeting and exceeding sales and client satisfaction targets.


• Excellent knowledge of life insurance, investment‑linked policies, retirement planning, and estate planning.


• Strong analytical, problem‑solving, and interpersonal skills.


• Proficiency in financial planning software and CRM systems.


• Excellent communication and presentation skills, with the ability to explain complex financial concepts clearly.


• Ability to work independently and manage client relationships in a hybrid work environment.


• Valid driver's license and willingness to travel within the Kimberley area.


• Adherence to ethical conduct and professional standards is paramount.

Benefits

• Competitive base salary with uncapped commission potential.


• Performance bonuses and incentives.


• Comprehensive medical aid and retirement fund.


• Ongoing professional development and training opportunities.


• Access to a wide range of leading insurance and investment products.


• Supportive team environment and mentorship.


• Flexible hybrid work model.


• Opportunities for career growth within a reputable financial institution in Kimberley.