Financial Advisor - Insurance Products

Placements24; Polokwane; Hybrid; ZAR 350.000 - 550.000; Vollzeit

Benefits dieser Stelle

Hybrid work

Medical aid

Retirement plan

Performance incentives

Training & development

Zusammenfassung

Placements24 is seeking a dedicated Financial Advisor in Polokwane to deliver expert insurance guidance and financial planning services. You will assess client needs, propose suitable life, health, short-term, and investment-linked products, and build lasting client relationships.

The role offers a hybrid work model with opportunities for professional development, strong earning potential from a competitive commission structure, and travel within the Limpopo region.

Qualifikationen

• Relevant tertiary qualification in finance or related field is required.
• RE5 qualification and NQF level credentials for advisory work are required.
• Minimum of 3 years of experience as a Financial Advisor or in a similar sales role.

Aufgaben

• Assess clients' financial situations, needs, and objectives.
• Develop and present tailored financial and insurance plans.
• Maintain long-term client relationships with ongoing reviews.

Kenntnisse

Client communication

Relationship management

Sales targets

Financial planning

MS Office

Ausbildung

Degree in Finance, Economics, or Commerce

RE5 qualification

NQF level qualifications for financial advisory

Tools

Financial planning software

CRM software

Jobbeschreibung

About the Role

Our client, a well-established financial services group operating in Polokwane, Limpopo, is seeking a dedicated and client-focused Financial Advisor specializing in insurance products. This role involves providing expert advice to individuals and businesses on a range of insurance solutions, including life cover, short-term insurance, and investment-linked policies. You will be responsible for assessing client needs, developing personalized financial plans, and recommending suitable products to meet their goals. The ideal candidate will possess excellent communication and interpersonal skills, a strong understanding of financial planning principles, and a passion for helping clients achieve financial security. This is a fantastic opportunity to build a rewarding career in financial advisory services in Polokwane.

Key Responsibilities

• Assess clients' financial situations, needs, and objectives.
• Develop and present tailored financial and insurance plans.
• Recommend and sell a range of insurance products (life, health, short-term, investments).
• Build and maintain long-term relationships with clients, providing ongoing support and reviews.
• Stay updated on product knowledge, market trends, and regulatory changes.
• Ensure compliance with all financial advisory regulations and company policies.
• Generate new leads through networking, referrals, and proactive prospecting.
• Manage client portfolios and ensure client satisfaction.
• Collaborate with internal teams to ensure efficient service delivery.
• Achieve and exceed sales targets and performance metrics.

Requirements

• Relevant tertiary qualification (e.g., Degree in Finance, Economics, Commerce).
• RE 5 qualification and relevant NQF level qualifications for financial advisory.
• Minimum of 3 years of experience as a Financial Advisor or in a similar sales role within the financial services/insurance sector.
• Proven track record of meeting and exceeding sales targets.
• In-depth knowledge of insurance products and financial planning principles.
• Excellent communication, interpersonal, and client relationship management skills.
• Strong ethical conduct and commitment to client best interests.
• Self-motivated, resilient, and results-oriented.
• Proficiency in financial planning software and MS Office.
• A valid driver's license and willingness to travel within the region.

Benefits

• Competitive commission structure with attractive earning potential.
• Comprehensive medical aid and retirement savings plan.
• Ongoing training and professional development opportunities.
• Hybrid work model offering a blend of office and remote flexibility.
• Opportunity to work with a reputable financial institution in Polokwane.
• Performance incentives and rewards.
• Supportive team environment and mentorship.
• Client base development support.
• Pension fund participation.
• Career growth prospects within the organization.