Financial Advisor (Insurance Specialization)

Placements24; Rustenburg; Ibrido; ZAR 320.000 - 540.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive commission structure

Basic salary

Comprehensive training

Career growth opportunities

Access to a wide range of financial产品

Mentorship

Flexible working arrangements

Descrizione del lavoro

Placements24 is seeking a dedicated Financial Advisor with a specialization in insurance products to serve the Rustenburg, North West community. You will assess client needs, tailor life, health, and investment‑linked policies, and provide ongoing financial guidance to secure clients' futures.

The role emphasizes ethical client service, regulatory compliance, and the ability to build lasting relationships while meeting sales targets.

Competenze

• FAIS accreditation and NQF level 4/5 required.
• Proven insurance sales experience and client focus.
• In-depth life insurance and investment-linked product knowledge.
• Strong ethics and regulatory awareness.

Mansioni

• Conduct needs analyses to understand goals and risk tolerance.
• Develop and present personalized financial plans with insurance focus.
• Recommend and sell life, disability, health, and investment‑linked policies.
• Build long-term relationships with clients with regular reviews.
• Stay informed on new products, market trends and regulations.
• Ensure compliance with advisory regulations and company policies.
• Generate leads through networking, referrals and marketing.
• Process applications and support policy issuance.
• Provide post-sale support and address client questions.
• Aim to meet and exceed sales targets and performance metrics.

Conoscenze

Insurance sales

Financial planning

Life insurance

Investment-linked policies

Client relations

Regulatory compliance

Sales experience

MS Office

Formazione

FAIS accreditation

NQF 4/5

Strumenti

Financial planning software

Descrizione del lavoro

About the Role

Our client, a reputable financial services firm, is looking for a motivated and client-focused Financial Advisor with a specialization in insurance products to serve the Rustenburg, North West community. This role is designed for individuals passionate about helping clients achieve their financial goals through tailored insurance solutions. You will be responsible for understanding client needs, recommending appropriate life, health, and investment-linked insurance policies, and providing ongoing financial advice and support. The ideal candidate possesses excellent communication skills, a strong ethical compass, and a deep understanding of various insurance products and financial planning strategies. Join a supportive team environment where you can build a successful career helping individuals and families secure their financial futures in the Rustenburg area.

Key Responsibilities

• Conduct thorough needs analyses with clients to understand their financial goals and risk tolerance.
• Develop and present personalized financial plans, with a focus on insurance solutions.
• Recommend and sell appropriate insurance products, including life, disability, health, and investment-linked policies.
• Build and maintain long-term relationships with clients, providing regular reviews and updates.
• Stay informed about new insurance products, market trends, and regulatory changes.
• Ensure compliance with all relevant financial advisory regulations and company policies.
• Generate leads through networking, referrals, and marketing initiatives.
• Process applications and facilitate the policy issuance process.
• Provide post-sale support and address client queries effectively.
• Achieve and exceed sales targets and performance metrics.

Requirements

• Proven experience as a Financial Advisor or similar role, with a strong emphasis on insurance sales.
• Relevant licenses and certifications (e.g., FAIS accreditation, NQF Level 4/5).
• In-depth knowledge of life insurance, investment-linked products, and other financial instruments.
• Excellent sales, negotiation, and interpersonal skills.
• Strong ethical conduct and client-centric approach.
• Ability to build rapport and trust with clients.
• Proficiency in financial planning software and MS Office.
• A clean credit and criminal record.
• Must reside in or be willing to relocate to Rustenburg, North West .
• A passion for financial planning and helping clients achieve their goals.

Benefits

• Competitive commission structure and potential for high earnings.
• Basic salary to provide stability.
• Comprehensive training and development programs.
• Opportunities for career growth and specialization.
• Access to a wide range of financial products.
• Supportive team environment and mentorship.
• Potential for flexible working arrangements.