Financial Advisor - Insurance Specialist

Placements24; Durban; On-site; ZAR 360,000 - 540,000; Full time

Benefits offered by this job

Competitive commission

Medical aid and provident fund

Training and professional development

Career advancement opportunities

Office in Durban

Job summary

Placements24 in Durban seeks a dedicated Financial Advisor specialising in insurance products to guide clients through life, health, and short-term insurance solutions as part of their financial planning needs.

You will build strong relationships, inform clients with expert guidance, and contribute to a growing financial services team. The role offers competitive earnings and career growth within a reputable firm.

Qualifications

• Proven experience as Financial Advisor or similar client-facing sales role.
• Strong knowledge of life, health, disability, and short-term insurance products.
• Excellent communication, interpersonal, and presentation skills.
• Regulatory qualifications such as RE 5 or NQF Level 5 in Wealth Management.
• Ability to generate leads and build a client base; ethical client-centric service.

Responsibilities

• Conduct detailed financial needs analyses with clients to understand insurance requirements and financial goals.
• Recommend and explain suitable insurance products, policies, and investment strategies to clients.
• Develop and maintain long-term relationships with clients, providing ongoing advice and support.
• Process new business applications and ensure accurate documentation and compliance.
• Stay updated on new insurance products, market developments, and regulatory changes.
• Meet or exceed individual sales targets and contribute to team objectives.

Skills

Communication skills

Client relationships

Sales ability

Lead generation

Presentations

Education

RE 5 / Wealth Management (NQF 5)

Job description

About the Role

Our client is seeking a dedicated Financial Advisor with a specialization in insurance products to join their established team in Durban . You will be responsible for advising clients on a range of insurance solutions, including life, health, and short-term insurance, to meet their financial planning needs. Building strong client relationships and providing expert, personalized financial guidance are key to success in this role. This is an excellent opportunity for a motivated individual to grow their career in financial services within a reputable organisation.

Key Responsibilities

• Conduct detailed financial needs analyses with clients to understand their insurance requirements and financial goals.
• Recommend and explain suitable insurance products, policies, and investment strategies to clients.
• Develop and maintain long‑term relationships with clients, providing ongoing advice and support.
• Process new business applications and ensure accurate documentation and compliance.
• Stay updated on new insurance products, market developments, and regulatory changes.
• Meet or exceed individual sales targets and contribute to team objectives.

Requirements

• Proven experience as a Financial Advisor or in a similar client‑facing sales role, preferably within insurance.
• Strong knowledge of life, health, disability, and short‑term insurance products.
• Excellent communication, interpersonal, and presentation skills.
• Relevant regulatory qualifications (e.g., RE 5, NQF Level 5 in Wealth Management).
• A strong network or the ability to generate leads and build a client base.
• Commitment to ethical conduct and client‑centric service.

Benefits

• Competitive base salary plus commission and performance bonuses.
• Comprehensive medical aid and provident fund.
• Extensive training and professional development support.
• Career advancement opportunities within a growing financial services firm.
• Office located in a convenient area of Durban .