Financial Advisor: Long-Term Insurance Specialist

Bowman Outsourcing; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services company in Cape Town is seeking a skilled Financial Advisor specializing in long-term insurance. The ideal candidate will have experience in financial needs analysis, develop personalized plans, and educate clients about various insurance products. Strong communication and client management skills are essential. Relevant qualifications in finance and CFP designation preferred, along with the necessary licensing.

Qualifications

• Proven experience as a Financial Advisor with a focus on long-term insurance products.
• Strong understanding of financial planning principles and practices.
• Registered Financial Services Provider (FSP) license.

Responsibilities

• Conduct comprehensive financial needs analysis to understand clients' goals.
• Develop personalized financial plans based on client needs.
• Educate clients on various insurance options.

Skills

Financial needs analysis

Client relationship management

Communication skills

Education

Bachelor's degree in Finance, Economics, Business Administration

Certified Financial Planner (CFP) designation

Job description

A financial services company in Cape Town is seeking a skilled Financial Advisor specializing in long-term insurance. The ideal candidate will have experience in financial needs analysis, develop personalized plans, and educate clients about various insurance products. Strong communication and client management skills are essential. Relevant qualifications in finance and CFP designation preferred, along with the necessary licensing.