Financial Advisor (Insurance Specialist)

Placements24; LegKraal Gate; On-site; ZAR 180,000 - 360,000; Full time

Benefits offered by this job

Medical aid

Retirement fund

Professional training

Career advancement

Performance incentives

Marketing support

Job summary

Placements24 is seeking a client-focused Financial Advisor specializing in insurance. Based in Mahikeng, North West, you will assess clients’ goals, recommend life, health, and investment-linked policies, and deliver comprehensive financial planning and insurance solutions to individuals and families.

You will build a strong client base, meet sales targets, stay updated on market and regulatory changes, and collaborate with teams to provide integrated financial guidance.

Qualifications

• Minimum 3 years as a Financial Advisor with a focus on insurance products.
• Relevant tertiary qualification in Finance, Commerce, or Economics.
• FAIS accreditation and regulatory examinations (RE1, RE5) required.

Responsibilities

• Consult with clients to understand financial situations, goals, and insurance requirements.
• Develop personalized financial plans and insurance strategies.
• Recommend and sell life, disability, and investment-linked policies.
• Educate clients on policy benefits, terms, and conditions.
• Stay updated with market trends and regulatory changes.

Skills

Client relationship mgmt

Sales targets

Communication skills

Ethical conduct

Time management

Education

Finance/Commerce/Economics degree

Tools

Financial planning software

MS Office

Job description

About the Role

Our client, a reputable financial services group, is seeking a dedicated and client-oriented Financial Advisor with a specialization in insurance products. This role is based in Mahikeng, North West, ZA , and focuses on providing comprehensive financial planning and insurance solutions to individuals and families. You will be responsible for understanding clients' financial goals, assessing their insurance needs, and recommending suitable life, health, and investment-linked insurance policies. The ideal candidate possesses excellent communication and interpersonal skills, a strong understanding of financial planning principles, and a passion for helping clients achieve financial security. This position offers a fantastic opportunity to build a rewarding career within a supportive team environment. We are committed to empowering our advisors with the tools and training necessary to excel in serving our community.

Key Responsibilities

• Consult with clients to understand their financial situations, goals, and insurance requirements.
• Develop personalized financial plans and insurance strategies.
• Recommend and sell a range of insurance products, including life, disability, and critical illness cover.
• Educate clients on policy benefits, terms, and conditions.
• Assist clients with policy applications and underwriting processes.
• Provide ongoing support and service to existing clients, including policy reviews and updates.
• Stay current with financial market trends, insurance products, and regulatory changes.
• Achieve and exceed sales targets and client service standards.
• Build and maintain strong client relationships based on trust and expertise.
• Collaborate with other departments within the financial group to offer integrated solutions.

Requirements

• A relevant tertiary qualification, preferably in Finance, Commerce, or Economics.
• Relevant regulatory examinations (e.g., RE 1, RE 5) and FAIS accreditation are essential.
• A minimum of 3 years of experience as a Financial Advisor, with a strong focus on insurance products.
• Proven track record of meeting sales targets and building a client base.
• In-depth knowledge of life insurance, investment-linked products, and financial planning.
• Excellent communication, presentation, and interpersonal skills.
• Strong ethical conduct and commitment to client best interests.
• Ability to work independently and manage time effectively.
• Proficiency in financial planning software and MS Office Suite.
• A passion for client success and financial well-being.

Benefits

• Competitive basic annual salary of R, plus attractive commission and bonuses.
• Comprehensive medical aid and retirement fund.
• Extensive training programs and support for professional development.
• Career advancement opportunities within a growing organization.
• A supportive and collaborative team environment.
• Incentives for high performance and client satisfaction.
• Marketing support to assist with client acquisition.