Financial Advisor - Wealth Management (Insurance Focus)

Placements24; Mossel Bay; Hybrid; ZAR 360.000 - 600.000; Vollzeit

Benefits dieser Stelle

Competitive commission structure

Medical aid

Retirement savings benefits

Professional development support

Hybrid work model

Career progression

Zusammenfassung

Placements24 is seeking a Financial Advisor in Mossel Bay, Western Cape, focusing on life insurance, risk cover and investment-linked policies. You will conduct needs analyses, build client relationships, and deliver tailored financial plans while ensuring FAIS/FICA compliance in a hybrid work setup.

The ideal candidate has 3+ years in financial advisory, RE5 and FAIS license, and strong sales and planning skills. Offers competitive base with commission, medical aid and retirement benefits.

Qualifikationen

• 3+ years of experience in financial advisory with a track record in selling insurance and investment products.
• Relevant regulatory qualifications (RE5) and FAIS license are required.
• Strong understanding of financial planning principles and life insurance products.
• Excellent communication, interpersonal and client relationship management skills.

Aufgaben

• Conduct thorough financial needs analyses with clients to identify goals and risk tolerance.
• Develop and present personalized financial plans focusing on life, disability, health, and income protection insurance.
• Recommend and facilitate the sale of appropriate insurance policies and investment products.
• Provide ongoing advice and support regarding clients' financial strategies and portfolio performance.
• Build and maintain a robust client base through networking and referrals.
• Ensure compliance with FAIS and FICA regulations.
• Stay updated on financial markets, economic trends, and new product developments.
• Collaborate with internal specialists to offer a holistic range of financial services.
• Maintain accurate client records and complete administrative tasks efficiently.
• Adhere to a strict code of ethical conduct in all client interactions.

Kenntnisse

Client relationship management

Sales and persuasion

Communication skills

Regulatory knowledge

Ausbildung

B.Com

B.Admin

CFP designation

Tools

CRM systems

Financial planning software

Jobbeschreibung

About the Role

Our client, a respected financial services group, is seeking a dedicated Financial Advisor with a strong emphasis on insurance solutions to join their team in the picturesque coastal town of Mossel Bay, Western Cape . This role focuses on providing comprehensive financial planning services to individuals and families, with a particular specialization in life insurance, risk cover, and investment-linked policies. You will build lasting relationships with clients, understand their financial goals, and craft tailored strategies to protect and grow their wealth. This is an excellent opportunity for a motivated professional to develop their career in financial advisory within a supportive and growth-oriented environment in Mossel Bay .

Key Responsibilities

• Conduct thorough financial needs analyses with clients to identify their goals and risk tolerance.
• Develop and present personalized financial plans, with a strong focus on insurance products (life, disability, health, income protection).
• Recommend and facilitate the sale of appropriate insurance policies and investment products.
• Provide ongoing advice and support to clients regarding their financial strategies and portfolio performance.
• Build and maintain a robust client base through proactive networking and referrals.
• Ensure compliance with all regulatory requirements, including FAIS and FICA regulations.
• Stay updated on financial markets, economic trends, and new product developments.
• Collaborate with internal specialists to offer a holistic range of financial services.
• Maintain accurate client records and ensure all administrative tasks are completed efficiently.
• Adhere to a strict code of ethical conduct in all client interactions.

Requirements

• A relevant tertiary qualification (e.g., B.Com, B.Admin, CFP designation is highly advantageous).
• Regulatory Examination (RE 5) qualification and a valid FAIS license.
• A minimum of 3 years of experience in financial advisory, with proven success in selling insurance and investment products.
• Demonstrated understanding of financial planning principles and insurance products.
• Excellent communication, interpersonal, and client relationship management skills.
• Strong sales and persuasion abilities.
• Proficiency in financial planning software and CRM systems.
• Self-motivated with a proactive approach to business development.
• Ability to work effectively both independently and within a team structure.
• Must be based in or willing to relocate to the Mossel Bay, Western Cape area, with a hybrid work arrangement.

Benefits

• Our client offers a competitive basic salary with an attractive commission structure, providing significant earning potential.
• Employees receive a comprehensive benefits package, including medical aid and retirement savings benefits.
• Continuous professional development is a priority, with support provided for further qualifications and ongoing training.
• You will benefit from a structured career path and opportunities for advancement within the company.
• Experience a dynamic hybrid work model that offers flexibility and autonomy.
• Join a well-established financial institution committed to client success and employee growth in the beautiful region of Mossel Bay .