Senior Financial Advisor - Insurance Specialist (Remote)

Placements24; United States; Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Salary up to ZAR/commensurate with exp

Performance-based bonus and commission

Health, dental, and vision insurance

Retirement planning options

Professional development opportunities

Fully remote work arrangement

Access to leading planning tools

Supportive virtual team

Job summary

Placements24 partnered with a respected financial services firm to recruit a Senior Financial Advisor specializing in insurance products for a fully remote US team. You will guide high-net-worth clients, design comprehensive financial plans, and implement insurance solutions aligned with long-term goals and risk management.

The role emphasizes mentoring junior advisors, high autonomy, and the use of digital tools to engage clients and manage plans from anywhere, with a strong focus on ethical,

Qualifications

• 5–7 years of experience in financial advisory with a strong focus on insurance products.
• Proven track record of managing client portfolios and achieving sales targets.
• Excellent understanding of financial planning principles, investment strategies, and insurance solutions.
• Strong analytical, problem-solving, and decision-making abilities.
• Exceptional communication, presentation, and interpersonal skills.
• CFP or NQF Level 5 in Wealth Management is essential.

Responsibilities

• Provide comprehensive financial planning and insurance advice focusing on long-term wealth accumulation and protection.
• Conduct needs analyses and risk assessments to identify suitable life, disability, and critical illness solutions.
• Develop and present customized financial plans and investment strategies.
• Manage a portfolio of high-net-worth clients and maintain trust-based relationships.
• Stay updated on financial markets, insurance products, regulations, and economic trends.
• Mentor and guide junior financial advisors and collaborate with specialists.

Skills

Client relationship management

Analytical thinking

Communication skills

Problem solving

Independent work

Education

Bachelor's degree in Finance/Economics/Business Administration

CFP or NQF Level 5 Wealth Management

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client, a highly respected financial services firm, is seeking a seasoned Senior Financial Advisor with a specialization in insurance products to join their entirely remote team. This role is crucial for providing expert financial guidance and comprehensive insurance solutions to a discerning clientele. Operating remotely, you will leverage your deep understanding of financial planning and insurance markets to develop personalized strategies that meet clients' long-term goals and risk management needs. The ideal candidate is a strategic thinker, an excellent communicator, and possesses a strong ethical compass. You will manage a portfolio of high-net-worth clients, conduct in-depth financial reviews, and present tailored recommendations. This position offers significant autonomy and the opportunity to make a substantial impact within a forward-thinking organization. We are looking for a leader who can mentor junior advisors and contribute to the firm's overall growth strategy, all while thriving in a fully remote work environment. The successful applicant will be adept at utilizing digital tools to engage clients and manage their financial plans effectively, ensuring seamless service delivery from anywhere.

Key Responsibilities

• Provide comprehensive financial planning and insurance advice to clients, focusing on long-term wealth accumulation and protection.
• Conduct detailed needs analysis and risk assessments for clients to identify appropriate insurance solutions (life, disability, critical illness, etc.).
• Develop and present customized financial plans and investment strategies.
• Manage a portfolio of clients, building and maintaining strong, trust-based relationships.
• Stay current with financial markets, insurance products, regulatory changes, and economic trends.
• Collaborate with other financial professionals and specialists to offer integrated solutions.
• Mentor and guide junior financial advisors, sharing expertise and best practices.
• Ensure compliance with all industry regulations and company policies.
• Utilize financial planning software and remote collaboration tools effectively.
• Achieve and exceed performance targets for client acquisition, retention, and asset growth.

Requirements

• Minimum of 5-7 years of experience in financial advisory roles, with a strong focus on insurance products.
• Proven track record of successfully managing client portfolios and achieving sales targets.
• Excellent understanding of financial planning principles, investment strategies, and insurance solutions.
• Strong analytical, problem-solving, and decision-making abilities.
• Exceptional communication, presentation, and interpersonal skills.
• Relevant professional certifications (e.g., CFP, NQF Level 5 in Wealth Management) are essential.
• Must be capable of working independently and maintaining productivity in a fully remote setting.
• Proficiency in financial planning software, CRM systems, and digital communication platforms.
• A strong ethical foundation and commitment to client-centric advice.
• Bachelor's degree in Finance, Economics, Business Administration, or a related field.

Benefits

• Attractive annual salary package up to ZAR, commensurate with experience.
• Significant performance-based bonus and commission structure.
• Comprehensive health, dental, and vision insurance.
• Generous retirement planning options and company contributions.
• Ongoing professional development and training opportunities.
• Fully remote work arrangement, offering maximum flexibility and work-life balance.
• Access to leading financial planning tools and resources.
• Supportive virtual team and management structure.