Financial Advisor - Insurance Specialist

Placements24; East London; Hybrid; ZAR 300,000 - 600,000; Full time

Benefits offered by this job

Commission and bonus

Hybrid work model

Medical aid

Retirement fund

Training & development

Supportive environment

Job summary

Placements24 is seeking a dedicated Financial Advisor in East London to provide tailored insurance-focused financial guidance. You will assess client needs, propose suitable life, disability, and investment-linked products, and foster ongoing client relationships.

The role emphasizes thorough needs analyses, regulatory compliance, and building a secure financial future for clients through personalized plans and regular reviews. A hybrid work setup and ongoing professional development are offered.

Qualifications

• Minimum of 3 years of experience as a Financial Advisor or in a similar client-facing financial services role.
• Licenses and certifications: FAIS accreditation and RE exam.
• Proven expertise in insurance products and financial planning.

Responsibilities

• Conduct in-depth financial needs analyses for clients to understand their goals and risk tolerance.
• Provide expert advice on life, disability, and investment-linked policies.
• Develop and present personalized financial plans and product recommendations.
• Build and maintain strong, long-term relationships with clients through regular follow-ups and reviews.
• Stay current with financial market trends, economic conditions, and new product offerings.
• Ensure compliance with financial services regulations and ethical standards.

Skills

Communication skills

Sales skills

Interpersonal skills

Analytical thinking

Problem solving

Education

FAIS accreditation

RE exam

Job description

About the Role

Our client is looking for a dedicated and client-focused Financial Advisor with a specialization in insurance products to join their team in East London . This role involves providing comprehensive financial advice and solutions to clients, focusing on life insurance, disability, and investment-linked policies. You will build and manage a client base, conduct thorough financial needs analyses, and recommend suitable products that align with clients' long-term goals. This is a rewarding opportunity to help individuals and families achieve financial security and peace of mind in the Eastern Cape region.

Key Responsibilities

• Conduct in-depth financial needs analyses for clients to understand their goals and risk tolerance.
• Provide expert advice on a range of insurance products , including life, disability, and investment-linked policies.
• Develop and present personalized financial plans and product recommendations.
• Build and maintain strong, long-term relationships with clients through regular follow-ups and reviews.
• Stay current with financial market trends, economic conditions, and new product offerings.
• Ensure compliance with all relevant financial services regulations and ethical standards.

Requirements

• Minimum of 3 years of experience as a Financial Advisor or in a similar client-facing financial services role.
• Proven expertise in insurance products and financial planning.
• Relevant licenses and certifications (e.g., FAIS accreditation, RE exam).
• Excellent communication, interpersonal, and sales skills.
• Strong analytical and problem-solving abilities.
• A passion for helping clients achieve their financial objectives.

Benefits

• Competitive salary plus attractive commission and bonus structures.
• Hybrid work model offering flexibility within the East London area.
• Comprehensive medical aid and retirement fund benefits.
• Extensive training and ongoing professional development support.
• A supportive and ethical work environment focused on client success.