Financial Advisor - Insurance Specialist

Placements24; Vereeniging; Hybrid; ZAR 279,000 - 502,000; Full time

Benefits offered by this job

medical aid

retirement savings plan

performance incentives

extensive training

professional development support

career advancement opportunities

Employee wellness programs

supportive team environment

Job summary

Placements24 is seeking a dedicated Financial Advisor specializing in Insurance in Vereeniging, Gauteng. You will deliver expert advice on life, health and investment-linked policies, tailoring solutions to individuals and families.

You will analyze client needs, develop personalized plans, and guide clients through applications while building lasting relationships with integrity and service excellence.

Qualifications

• 3+ years of experience as a Financial Advisor focusing on insurance products.
• RE 5 qualification and CFP-like certifications are highly desirable.
• Bachelor level qualification in financial services or related field.

Responsibilities

• Conduct comprehensive financial needs analyses for clients.
• Advise on life, health, disability, and short-term insurance products.
• Develop personalized financial and insurance plans to meet client objectives.
• Present policy options, features, benefits and costs clearly to clients.
• Assist clients with the application process and ensure documentation is complete.
• Build and maintain long-term client relationships through regular reviews.

Skills

Client-focused

Sales targets

Financial planning

Analytical skills

MS Office

Financial software

Education

B.Com / NQF 5/6 in Financial Services

Tools

MS Office Suite

Financial planning software

Job description

About the Role

Our client, a reputable financial services firm, is seeking a dedicated and client-focused Financial Advisor specializing in Insurance to join their team in Vereeniging, Gauteng . This role involves providing expert advice and tailored solutions to individuals and families seeking to secure their financial future through various insurance products. You will be responsible for understanding client needs, recommending appropriate life, health, and investment-linked insurance policies, and building long-term relationships based on trust and professional integrity. The ideal candidate is passionate about financial planning, possesses excellent communication skills, and is driven by helping clients achieve their financial goals. This is a fantastic opportunity to grow your career in financial advisory with a supportive and reputable organization in Vereeniging, Gauteng .

Key Responsibilities

• Conduct comprehensive financial needs analyses for clients.
• Provide expert advice on a range of insurance products, including life, disability, health, and short-term insurance.
• Develop personalized financial and insurance plans to meet client objectives.
• Present and explain policy options, features, benefits, and costs clearly to clients.
• Assist clients with the application process and ensure all documentation is accurate and complete.
• Build and maintain strong, long-term relationships with clients through regular follow-ups and reviews.
• Stay updated on market trends, new products, and regulatory changes in the financial services industry.
• Achieve and exceed personal sales targets and contribute to team goals.
• Adhere to all compliance and ethical standards set by regulatory bodies and the company.
• Collaborate with colleagues to share best practices and provide holistic financial advice.

Requirements

• A relevant tertiary qualification (e.g., B.Com, NQF Level 5/6 in Financial Services).
• Regulatory Examination (RE 5) qualification and relevant certifications (e.g., CFP) are highly desirable.
• Minimum of 3 years of experience as a Financial Advisor, with a focus on insurance products.
• Proven track record of meeting or exceeding sales targets.
• In-depth knowledge of various insurance products and financial planning principles.
• Excellent communication, interpersonal, and presentation skills.
• Strong analytical and problem-solving abilities.
• Client-centric approach with a commitment to ethical conduct.
• Proficiency in financial planning software and MS Office Suite.
• Ability to work independently and as part of a collaborative team in Vereeniging, Gauteng .
• Passion for financial well-being and helping clients achieve their goals.

Benefits

Our client offers a competitive commission-based remuneration structure with potential for a basic salary, along with comprehensive benefits including medical aid, retirement savings plan, and performance incentives. This role offers a hybrid work arrangement, providing flexibility alongside essential in-office engagement in Vereeniging, Gauteng .

• medical aid
• retirement savings plan
• performance incentives
• extensive training
• professional development support
• opportunities for career advancement within a respected financial institution
• Employee wellness programs
• supportive team environment