Remote Financial Advisor (Insurance)

Placements24; Riverton (UT); Remote; USD 11,000 - 22,000; Full time

Benefits offered by this job

Commission-based structure with a ret

Comprehensive health and lifeinsurance

Retirement savings plan

Remote work flexibility

Extensive training and marketing help

Career advancement opportunities

Job summary

Placements24 is seeking a remote Financial Advisor to join a leading financial services provider. You will deliver comprehensive financial and insurance guidance to clients, leveraging technology from your home office to understand needs and build tailored plans.

The role emphasizes ethical financial planning, regulatory compliance, and proactive client engagement with a fully remote advisory team and ongoing training.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field.
• CFP and FAIS accreditation are highly desirable.
• Minimum of 3 years of experience in financial advising or sales in insurance/financial services.
• Strong knowledge of diverse insurance products (life, health, investments).
• Excellent communication, interpersonal, and presentation skills.
• Ability to work independently and remotely, based in South Africa for regulatory compliance.

Responsibilities

• Conduct comprehensive financial needs analyses to understand goals and risk tolerance.
• Provide expert advice on life, health, and investment-linked insurance products.
• Develop tailored financial plans and recommend insurance solutions.
• Build and maintain long-term client relationships.
• Stay up-to-date on market trends, products, and regulatory changes.
• Adhere to regulatory requirements and ethical standards in financial advice.
• Achieve and exceed sales targets and client satisfaction metrics.
• Utilize CRM and other digital tools to manage client interactions.
• Educate clients on financial planning principles and benefits of insurance.
• Collaborate with internal teams to ensure seamless client service.

Skills

Client communication

Financial planning

Remote work discipline

Digital communication

Financial planning software

Education

Bachelor's degree in Finance, Economics, or Business

CFP accreditation

FAIS accreditation

Tools

CRM

Job description

About the Role

Our client, a leading financial services provider, is seeking a motivated and client-focused Remote Financial Advisor to join their fully remote advisory team. This position is ideal for individuals passionate about helping clients achieve their financial goals through comprehensive insurance solutions. As a remote-first role, you will leverage technology to connect with clients, understand their needs, and provide personalized financial advice and insurance product recommendations. The ideal candidate will possess strong communication skills, a deep understanding of various insurance products, and a commitment to ethical financial planning. You will have the autonomy to manage your client relationships and schedule, working from the comfort of your home office. We are dedicated to supporting our remote advisors with cutting-edge tools, ongoing training, and a collaborative virtual community. This is an excellent opportunity to build a rewarding career in financial advising within a supportive and innovative insurance organization, with the unparalleled flexibility of remote work. Your expertise will empower clients to secure their financial future.

Key Responsibilities

• Conduct comprehensive financial needs analyses with clients to understand their goals and risk tolerance.
• Provide expert advice on a range of insurance products, including life, health, and investment-linked policies.
• Develop tailored financial plans and recommend suitable insurance solutions.
• Build and maintain strong, long-term relationships with a diverse client base.
• Stay up-to-date on market trends, new financial products, and regulatory changes.
• Adhere to all regulatory requirements and ethical standards in financial advice.
• Achieve and exceed sales targets and client satisfaction metrics.
• Utilize CRM and other digital tools to manage client interactions and track progress.
• Educate clients on financial planning principles and insurance benefits.
• Collaborate with internal support teams to ensure seamless client service.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Relevant professional certifications (e.g., CFP, FAIS accreditation) are highly desirable.
• Minimum of 3 years of experience in financial advising or sales within the insurance or financial services sector.
• Strong knowledge of diverse insurance products (life, health, investments, short-term).
• Excellent communication, interpersonal, and presentation skills.
• Proven ability to build rapport and trust with clients.
• Proficiency in using digital communication and financial planning software.
• Demonstrated sales ability and track record of meeting targets.
• Ability to work independently and manage time effectively in a remote environment.
• Must be based within South Africa to comply with regulatory requirements, though the role is remote. This role is associated with Upington, Northern Cape , for administrative purposes but is fully remote.

Benefits

• Our client offers a competitive commission-based structure with a retainer, comprehensive health and life insurance benefits, and a retirement savings plan.
• As a remote position, you benefit from exceptional flexibility and work-life balance.
• We provide extensive training, marketing support, and access to leading financial planning tools.
• Opportunities for career advancement within the advisory network are significant.
• This role is based out of Upington, Northern Cape , but operates entirely remotely, allowing access to talent nationwide.
• We are committed to fostering a supportive and empowering remote work environment.