Senior Financial Advisor (Insurance Products)

Placements24; Southampton; Hybrid; GBP 31,000 - 49,000; Full time

Benefits offered by this job

Competitive commission

Job summary

Placements24 is seeking a Senior Financial Advisor specialized in insurance products for a hybrid role in Randburg, SA. You will guide clients with life cover, investment-linked policies, and risk management strategies, building a robust portfolio and conducting thorough needs analyses.

The position requires a track record of achieving sales targets and strong ethical client service. The ideal candidate has a Finance/Economics degree, RE5 qualification, and SA insurance certifications, with at

Qualifications

• Bachelor-level degree in Finance or Economics.
• RE5 qualification required.
• Insurance certifications (NQF 5/6) preferred.
• Minimum 5 years experience as a Financial Advisor with focus on insurance products.
• Strong knowledge of life insurance, risk benefits and investment-linked products.
• Excellent communication and client relationship skills; high ethical standards.

Responsibilities

• Provide comprehensive financial advice focused on insurance products (life, disability, critical illness, investment-linked policies).
• Perform detailed financial needs analyses for individuals and corporates.
• Develop personalized financial plans and insurance strategies.
• Build and maintain a strong client base through networking and relationship management.
• Meet or exceed sales targets for insurance products.
• Ensure compliance with FAIS Act and related regulations.
• Stay updated on market trends and new insurance products.
• Collaborate with internal teams to provide holistic financial planning services.
• Provide ongoing reviews to existing clients.

Skills

Sales skills

Interpersonal skills

Communication

Client relationships

Education

Finance/Economics degree

RE5 exam qualification

Insurance certifications (NQF 5/6)

Job description

About the Role

Our client is seeking a highly motivated and experienced Senior Financial Advisor specializing in **insurance** products for their **Randburg, Gauteng** office. This hybrid role offers a significant opportunity to guide clients in achieving their financial goals through expert advice on a range of **insurance** solutions, including life cover, investment-linked policies, and risk management strategies. You will be responsible for building and managing a client portfolio, conducting thorough financial needs analyses, and recommending suitable products. The ideal candidate will possess exceptional interpersonal and sales skills, a deep understanding of financial planning principles, and a commitment to ethical client service within the **South African** financial landscape. Join a respected firm that values client well-being and professional growth.

Key Responsibilities

• Provide comprehensive financial advice and solutions focused on **insurance** products (life, disability, critical illness, investment-linked policies).
• Conduct detailed financial needs analyses for individual and corporate clients.
• Develop personalized financial plans and recommend appropriate **insurance** strategies.
• Build and maintain a strong client base through effective networking and relationship management.
• Achieve and exceed sales targets for **insurance** products.
• Ensure full compliance with the Financial Advisory and Intermediary Services (FAIS) Act and other relevant regulations.
• Stay updated on market trends, new **insurance** products, and competitor offerings.
• Collaborate with internal teams to provide holistic financial planning services.
• Provide ongoing support and reviews to existing clients.

Requirements

• Relevant degree or diploma in Finance, Economics, or a related field.
• RE5 exam qualification and relevant **insurance** certifications (e.g., NQF Level 5/6).
• Minimum of 5 years of experience as a Financial Advisor, with a strong focus on **insurance** products.
• Proven track record of meeting and exceeding sales targets.
• In-depth knowledge of life insurance, risk benefits, and investment-linked products.
• Excellent communication, presentation, and client relationship management skills.
• Strong ethical conduct and commitment to client best interests.
• Ability to work effectively in a hybrid work environment.
• Understanding of the **South African** financial services and **insurance** market.

Benefits

• Competitive commission structure and potential for high earnings.
• Comprehensive medical aid and retirement fund contributions.
• Opportunities for continuous professional development and advanced certifications.
• Hybrid work model offering flexibility.
• Access to leading **insurance** product providers and support.
• Career progression within a reputable financial services group.