Senior Insurance Advisor — Hybrid Role, High Earnings

Placements24; Southampton; Hybrid; GBP 31.000 - 49.000; Vollzeit

Benefits dieser Stelle

Competitive commission

Zusammenfassung

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

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Sales skills

Interpersonal skills

Communication

Client relationships

Ausbildung

Finance/Economics degree

RE5 exam qualification

Insurance certifications (NQF 5/6)

Jobbeschreibung

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