Client-Focused Financial & Insurance Advisor

Placements24; Mbombela (Nelspruit); On-site; ZAR 220,000 - 420,000; Full time

Benefits offered by this job

Competitive salary

Medical aid

Retirement fund

Training & development

Team culture in Nelspruit

Job summary

Placements24 is seeking a dedicated Financial Advisor in Nelspruit to assess clients' financial situations and tailor insurance, life, health, and investment-linked solutions. You will advise families on risk management and savings strategies with a client-first approach.

The role emphasizes strong communication, advisory skills, and building lasting client relationships through reviews and ongoing support, while staying current with market trends and regulatory changes.

Qualifications

• Proven experience as a financial advisor or in a similar sales/advisory role within the financial services industry.
• Strong knowledge of life insurance, health insurance, and investment-linked products.
• Excellent interpersonal, communication, and presentation skills.
• Relevant financial planning qualifications (e.g., CFP) and licenses are required.
• A client-first mentality with a commitment to ethical conduct.

Responsibilities

• Conduct comprehensive financial needs analyses with clients to understand their goals and risk tolerance.
• Develop personalized financial plans, focusing on appropriate insurance and investment strategies.
• Present and explain complex insurance products, including life, disability, and retirement solutions.
• Build and maintain strong, long-term relationships with clients through regular reviews and follow-ups.
• Stay up-to-date with financial market trends, new products, and regulatory changes.

Skills

Client-focused

Excellent communication

Sales & advisory

Financial planning knowledge

Education

CFP or equivalent

Job description

Placements24 is seeking a dedicated Financial Advisor in Nelspruit to assess clients' financial situations and tailor insurance, life, health, and investment-linked solutions. You will advise families on risk management and savings strategies with a client-first approach.

The role emphasizes strong communication, advisory skills, and building lasting client relationships through reviews and ongoing support, while staying current with market trends and regulatory changes.