HNW Insurance Advisor - Wealth & Estate Planning

Placements24; Soweto; On-site; ZAR 350,000 - 650,000; Full time

Benefits offered by this job

Commission + performance bonus

Leads provided

Training on HNW strategies

Prestigious team environment

Career growth opportunities

Job summary

Placements24 is seeking an experienced Insurance Sales Agent to serve High Net Worth clients from our Soweto office. The role requires a sophisticated understanding of wealth management, estate planning, and specialized personal lines coverage, with a focus on building lasting relationships.

You will present tailored insurance solutions, collaborate with wealth managers, meet ambitious sales targets, and navigate regulatory requirements.

Qualifications

• Minimum 5 years of proven sales experience selling to High Net Worth individuals.
• In-depth knowledge of insurance products for HNW clients (life, estate planning, luxury assets).
• Excellent communication, negotiation, and presentation skills for affluent clientele.
• Strong understanding of financial planning and wealth management concepts.
• RE5 license and FAIS credits are mandatory.

Responsibilities

• Identify, prospect and acquire HNW clients in Soweto, Gauteng.
• Build and maintain long-term relationships with affluent clients.
• Conduct needs analyses to tailor insurance solutions.
• Develop and present customized proposals for life, investments, property, and other coverages.
• Explain complex products clearly and ensure regulatory compliance.
• Meet and exceed sales targets and new business objectives.
• Provide ongoing service and collaborate with wealth managers.

Skills

HNW sales

CRM proficiency

Communication

Negotiation

Relationship building

Education

RE5 license

FAIS credits

Tools

CRM software

Sales analytics tools

Job description

Placements24 is seeking an experienced Insurance Sales Agent to serve High Net Worth clients from our Soweto office. The role requires a sophisticated understanding of wealth management, estate planning, and specialized personal lines coverage, with a focus on building lasting relationships.

You will present tailored insurance solutions, collaborate with wealth managers, meet ambitious sales targets, and navigate regulatory requirements.