Financial Advisor - Insurance Products

Placements24; Centurion; Hybrid; ZAR 420,000 - 660,000; Full time

Benefits offered by this job

Competitive commission structure

Comprehensive training and development

Opportunity to build and manage your *

Hybrid work model

Career growth opportunities

Job summary

Placements24 is seeking a motivated Financial Advisor specializing in life insurance, income protection and disability cover for our Centurion, Gauteng practice. You will analyze client needs, craft personalized plans, and build a sustainable book of business.

Join a reputable financial services institution with a hybrid work model, powerful mentorship, and access to a wide range of insurance products. Strong communication and ethical client service are essential.

Qualifications

• Proven experience in financial advisory or client-facing sales in insurance/financial services.
• Strong knowledge of life, income protection and disability insurance products.
• Relevant qualifications (RE5/NQF 4/5) are essential.

Responsibilities

• Conduct client needs analyses and tailor life and disability insurance solutions.
• Build and manage a growing client base through referrals and outreach.
• Present personalized financial plans and insurance strategies.
• Stay updated on insurance products, market trends, and regulations.
• Ensure compliance with financial services regulations and codes of conduct.
• Collaborate with other professionals to provide comprehensive advice.
• Process applications accurately and provide ongoing client support.

Skills

Life insurance

Income protection

Disability insurance

Communication skills

Interpersonal skills

Presentation skills

Education

RE5 or NQF 4/5 in Financial Services

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client, a reputable financial services institution, is seeking a motivated and client-focused Financial Advisor specializing in insurance products to join their growing practice in Centurion, Gauteng. This role involves providing expert financial advice and tailored solutions to individuals and families, focusing primarily on life insurance, income protection, and disability cover. The ideal candidate will possess excellent communication skills, a deep understanding of financial planning principles, and a passion for helping clients achieve their financial security goals. You will be responsible for building and managing your client base, conducting needs analyses, and recommending appropriate insurance strategies. This position offers a hybrid work arrangement, blending client-facing activities with flexible remote work. We are committed to nurturing talent and providing the necessary support for our advisors to succeed in a competitive market. The role is based in the vibrant hub of Centurion.

Key Responsibilities

• Conduct in-depth financial needs analyses for clients to understand their life cover, income protection, and disability insurance requirements.
• Develop and present personalized financial plans and insurance solutions tailored to individual client needs and objectives.
• Build and maintain strong, long-term relationships with a diverse client base.
• Source new business through networking, referrals, and proactive outreach initiatives.
• Stay abreast of the latest insurance products, market trends, and regulatory changes.
• Ensure compliance with all relevant financial services regulations and industry codes of conduct.
• Collaborate with other financial professionals to offer comprehensive financial advice.
• Process new business applications accurately and efficiently.
• Provide ongoing service and support to existing clients, ensuring their needs remain met.

Requirements

• Proven experience as a Financial Advisor or in a similar client-facing sales role within the insurance or financial services sector.
• Strong knowledge of life insurance, income protection, and disability insurance products.
• Excellent communication, interpersonal, and presentation skills.
• Demonstrated ability to meet sales targets and build a sustainable client portfolio.
• Relevant qualifications (e.g., RE5, NQF Level 4/5 in Financial Services) are essential.
• Commitment to ethical conduct and client-centric service delivery.
• Proficiency in financial planning software and CRM systems.
• Ability to work independently and manage time effectively in a hybrid work model.
• Resilience and a proactive attitude towards achieving financial goals.

Benefits

• Competitive commission structure with attractive earning potential.
• Comprehensive training and development programs to enhance your skills.
• Opportunity to build and manage your own client book.
• Supportive mentorship and a collaborative team environment.
• Hybrid work model allowing for flexible scheduling.
• Career growth opportunities within a leading financial services company in Centurion, Gauteng.
• Access to a wide range of insurance products from reputable providers.