Compliance Leader - Financial Services | On-Site George

Placements24; South Africa; Remote; ZAR 480,000 - 720,000; Full time

Job summary

Placements24 is seeking a fully remote Financial Advisor specializing in insurance solutions to serve clients nationwide from a home-based setup. You will provide life insurance, retirement planning, and investment-linked guidance, conduct virtual consultations, and build lasting client relationships while maintaining compliance.

Experience in financial planning and regulatory knowledge is essential. The role offers autonomy, performance-based rewards, and the chance to grow with a

Responsibilities

• Proactively engage with clients via phone, video calls, and email to understand financial needs.
• Advise on insurance products including life, health, disability, and investment-linked policies.
• Develop and present tailored financial plans and insurance proposals to clients.
• Guide clients through underwriting, ensuring a smooth and efficient experience.
• Build and maintain long-term relationships with clients, offering ongoing support and periodic reviews.
• Achieve and exceed sales targets and stay up-to-date on regulatory changes in the insurance industry.

Job description

About the RoleOur client, a reputable financial services firm specializing in insurance solutions, is seeking a dedicated Financial Advisor to join their fully remote team. This role is ideal for a motivated professional who is passionate about helping clients achieve their financial goals through comprehensive insurance planning. You will provide expert advice on life insurance, retirement planning, and investment-linked policies. As a remote position, you will conduct client consultations via video conferencing and digital platforms, managing your schedule and client interactions effectively. This is a fantastic opportunity to leverage your expertise in financial planning and insurance within a flexible, work‑from‑home setup, serving clients nationwide. We are committed to providing our remote advisors with the tools and support needed to excel and build lasting client relationships.

About the RoleOur 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.

About the RoleOur 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 entirely remote and offers unparalleled flexibility to serve a national client base. You will be responsible for providing comprehensive wealth management advice, including investment planning, retirement planning, and estate planning, to high‑net‑worth individuals and families. The ideal candidate will possess a deep understanding of financial markets, investment products, and regulatory requirements. Building and nurturing long‑term client relationships is paramount. This position demands excellent communication skills, a proactive approach to client acquisition, and the ability to deliver tailored financial solutions. As a remote‑first organization, our client offers a robust digital platform, extensive research support, and a collaborative virtual environment to empower their advisors in serving clients across South Africa.

Remote Financial Advisor - Insurance Solutions

About the RoleOur client is a rapidly growing financial services firm seeking motivated and client‑focused Remote Financial Advisors to join their virtual team. This role is entirely remote, offering the flexibility to work from any location within South Africa. You will be responsible for advising clients on a comprehensive range of insurance solutions, helping them achieve their financial goals and secure their future.

Key Responsibilities

• Proactively engage with potential clients via phone, video calls, and email to understand their financial needs and objectives.
• Provide expert advice and personalized recommendations on various insurance products, including life, health, disability, and investment‑linked policies.
• Develop and present tailored financial plans and insurance proposals to clients.
• Guide clients through the application and underwriting process, ensuring a smooth and efficient experience.
• Build and maintain long‑term relationships with clients, offering ongoing support and periodic reviews.
• Achieve and exceed sales targets and performance metrics.
• Stay up‑to‑date on market developments, new products, and regulatory changes in the insurance industry.
• Ensure compliance with all relevant financial advisory regulations and company policies.
• Collaborate with internal support teams to resolve client queries and issues promptly.