Financial Advisor - Insurance Specialist

Placements24; Klerksdorp; Hybrid; ZAR 350,000 - 550,000; Full time

Benefits offered by this job

Competitive commission structure

Comprehensive training programs

Medical aid and retirement fund

Hybrid work model

Job summary

Placements24 in Klerksdorp, North West, seeks a dedicated Financial Advisor specialising in insurance solutions to assess clients’ needs and recommend life, disability, and income protection policies. You will build and manage a growing client portfolio with personalised advice and ongoing reviews.

You will stay current on market trends, maintain regulatory compliance, and collaborate with other professionals to deliver comprehensive insurance strategies within a hybrid work model in North West.

Qualifications

• CFP or NQF Level 5 or equivalent qualification.
• RE1 and RE5 regulatory exams completed.
• Minimum 3 years in a Financial Advisor or related client-facing role.
• Proven sales and client relationship track record.
• Strong knowledge of insurance products and financial planning principles.
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively in Klerksdorp.
• Proficiency with financial planning software and CRM systems.

Responsibilities

• Conduct thorough financial needs analyses for clients, identifying gaps in insurance coverage.
• Recommend and sell suitable insurance products, including life, health, disability, and critical illness cover.
• Develop personalized financial plans and strategies for clients.
• Build and maintain long-term relationships with clients through regular reviews and support.
• Stay updated on new insurance products, market trends, and regulatory changes.
• Achieve and exceed sales targets for insurance products.
• Ensure compliance with all financial services regulations and ethical standards.
• Collaborate with other financial professionals to provide comprehensive client solutions.

Skills

Financial planning

Client relationship management

Sales ability

Excellent communication

Education

CFP or NQF Level 5

RE1 and RE5 exams

Tools

CRM software

Financial planning software

Job description

About the Role

Our client is seeking a dedicated and client-focused Financial Advisor specializing in insurance solutions to join their practice in Klerksdorp, North West . This role involves assessing clients' financial needs and recommending appropriate insurance products, such as life, disability, and income protection policies. The ideal candidate will possess strong financial planning acumen, excellent communication skills, and a passion for helping clients achieve their financial security. You will be responsible for building and managing a client portfolio, providing personalized advice, and ensuring client satisfaction. This is a fantastic opportunity to grow your career within a reputable financial services firm in North West . The company offers a supportive environment, continuous training, and a clear path for career progression. Your expertise will be crucial in guiding individuals and families towards informed financial decisions, protecting their futures through robust insurance strategies.

Key Responsibilities

• Conduct thorough financial needs analyses for clients, identifying gaps in their insurance coverage.
• Recommend and sell suitable insurance products, including life, health, disability, and critical illness cover.
• Develop personalized financial plans and strategies for clients.
• Build and maintain long-term relationships with clients through regular reviews and support.
• Stay updated on new insurance products, market trends, and regulatory changes.
• Achieve and exceed sales targets for insurance products.
• Ensure compliance with all financial services regulations and ethical standards.
• Collaborate with other financial professionals to provide comprehensive client solutions.

Requirements

• Relevant financial planning or insurance qualification (e.g., CFP, NQF Level 5).
• RE 1 and RE 5 regulatory exams passed.
• Minimum of 3 years of experience as a Financial Advisor or in a similar client-facing financial role.
• Proven track record in sales and client relationship management.
• Strong knowledge of insurance products and financial planning principles.
• Excellent communication, presentation, and interpersonal skills.
• Ability to work both independently and collaboratively in Klerksdorp .
• Proficiency in financial planning software and CRM systems.
• High level of integrity and ethical conduct.

Benefits

• Competitive commission structure and performance bonuses.
• Access to a strong client base and lead generation support.
• Comprehensive training programs and professional development opportunities.
• Medical aid and retirement fund benefits.
• Supportive team and management structure.
• Hybrid work model offering flexibility.
• Opportunity to build a successful financial advisory practice.