Financial Advisor - Insurance Services

Placements24; Mbombela (Nelspruit); Hybrid; ZAR 300,000 - 600,000; Full time

Benefits offered by this job

Medical aid

Retirement plan

Training & development

Hybrid work model

Career growth

Job summary

Placements24 in Nelspruit, Mpumalanga, is seeking a dedicated Financial Advisor to help clients reach their financial goals through tailored insurance solutions.

In this hybrid role, you will meet clients in-office and remotely, assess needs, recommend life, disability, and investment-linked policies, and guide applications while building lasting relationships with clients and a focus on ethical financial planning.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field preferred.
• RE1 or NQF wealth management licenses essential.
• 2–3 years in financial advising or insurance sales.
• Proven track record of meeting sales goals.
• Excellent communication and interpersonal skills.
• Strong knowledge of financial planning and insurance products.
• Proficiency with CRM and MS Office.
• Client-centric approach and high ethical standards.

Responsibilities

• Consult with clients to assess financial needs.
• Recommend and sell life, health, disability, and investment-linked policies.
• Develop personalized financial plans.
• Explain policy details clearly.
• Manage client relationships and follow-ups.
• Aim to meet and exceed sales targets.
• Stay updated on products, trends and regulations.
• Process applications and document accuracy.

Skills

Client communication

Relationship building

Active listening

CRM proficiency

Education

Bachelor's degree in Finance

Tools

CRM systems

Microsoft Office

Job description

About the Role

Our client, a reputable financial services group specializing in insurance solutions, is seeking a dedicated Financial Advisor to join their team in Nelspruit, Mpumalanga. This client-facing role involves understanding individual and family financial goals and recommending appropriate insurance products to meet their protection needs, such as life, disability, and critical illness cover. You will build trusted relationships with clients, provide expert advice, and guide them through the application process. This position offers a Hybrid work model, allowing for both in-office client meetings and remote work flexibility, based out of our Nelspruit office. We are looking for passionate individuals committed to helping clients secure their financial future. Join a supportive team that values professional integrity and client success.

Key Responsibilities

• Consult with clients to assess their financial situation, risk tolerance, and insurance needs.
• Recommend and sell suitable insurance products, including life, health, disability, and investment-linked policies.
• Develop personalized financial plans and strategies for clients.
• Explain complex policy details, benefits, and exclusions in a clear and understandable manner.
• Manage client relationships, including follow-ups, policy reviews, and addressing inquiries.
• Achieve and exceed sales targets and performance metrics.
• Stay updated on new insurance products, industry trends, and regulatory changes.
• Process applications and ensure accurate documentation.

Requirements

• A Bachelor's degree in Finance, Business, Economics, or a related field is preferred.
• Relevant industry certifications and licenses (e.g., RE1, NQF Level 4/5 in Wealth Management or Long-Term Insurance) are essential.
• A minimum of 2-3 years of experience in financial advising or insurance sales.
• Proven track record of successfully meeting sales goals.
• Excellent communication, interpersonal, and active listening skills.
• Strong understanding of financial planning principles and various insurance products.
• Proficiency in CRM systems and Microsoft Office Suite.
• A client-centric approach and a strong ethical compass.

Benefits

• Competitive base salary up to ZAR per annum, plus attractive commission structure.
• Performance bonuses and rewards.
• Medical aid and retirement savings plan.
• Ongoing training and professional development opportunities.
• Supportive team environment with a Hybrid work option in Nelspruit, Mpumalanga .
• Career advancement prospects within a growing company.
• Potential for financial planning accreditations.