Senior Insurance Consultant

Placements24; Windsor Park (TN); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Fully remote position

Competitive salary

Medical aid

Retirement planning

Professional development

Job summary

Placements24 is seeking an experienced Senior Insurance Consultant to join their fully remote advisory team. You will guide clients through complex insurance needs with expert advice on life, health, investments, and short-term coverage.

In this remote role, you will conduct needs analyses, tailor solutions, manage client portfolios, stay updated on market trends, and mentor junior consultants while delivering client-centric service.

Qualifications

• Excellent communication and negotiation skills.
• Strong client relationship management.
• Ability to work independently in a remote setting.

Responsibilities

• Conduct comprehensive needs analyses for individual and corporate clients.
• Develop tailored insurance solutions and policy structures.
• Provide expert advice on life, health, short-term and investment-linked products.
• Manage client relationships with regular reviews and claims support.
• Stay current with market trends, products, and regulatory changes.
• Mentor junior consultants and share best practices.

Skills

Client needs analysis

Client relationship management

Negotiation

Remote work independence

Education

Regulatory accreditation (FAIS, RE 5, NQF Level 5)

Job description

About the Role

Our client is seeking an experienced and client-focused Senior Insurance Consultant to join their fully remote advisory team. You will guide clients through complex insurance needs, offering expert advice on a wide array of products and strategies to ensure their financial security and asset protection. This role requires strong analytical skills, deep product knowledge, and exceptional communication abilities to build trust and foster long-term client relationships. This is an ideal opportunity for a seasoned professional to contribute their expertise in a flexible, remote-first environment, making a tangible difference in clients' lives.

Key Responsibilities

• Conduct comprehensive needs analyses for individual and corporate clients, identifying risks and protection gaps.
• Develop tailored insurance solutions, recommending appropriate products and policy structures.
• Provide expert advice on life, health, short-term, and investment-linked insurance products.
• Manage client relationships, including regular reviews, updates, and claims support.
• Stay current with market trends, new products, and legislative changes impacting the insurance landscape.
• Mentor junior consultants and contribute to team knowledge sharing and best practices.

Requirements

• Significant experience as an Insurance Consultant , Financial Advisor, or similar role.
• Deep understanding of diverse insurance products (life, health, investments, short-term).
• Excellent communication, negotiation, and client relationship management skills.
• Relevant professional qualifications and regulatory accreditation (e.g., FAIS, RE 5, NQF Level 5).
• Proven ability to work independently and manage a client portfolio effectively in a remote setting.
• A strong ethical compass and commitment to client-centric advice.

Benefits

• Competitive salary with performance-based incentives.
• Fully remote position offering unparalleled flexibility and work-life balance.
• Comprehensive medical aid, retirement planning, and other benefits.
• Access to continuous professional development and advanced training programs.
• Opportunity to work with a leading provider and shape client financial futures.