Hybrid Financial Advisor: Insurance & Wealth Planning

Placements24; Mbombela (Nelspruit); Híbrido; ZAR 300.000 - 600.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical aid

Retirement plan

Training & development

Hybrid work model

Career growth

Descripción de la vacante

Placements24 in Nelspruit, Mpumalanga, is seeking a dedicated Financial Advisor to help clients reach their financial goals through tailored insurance solutions.

In this hybrid role, you will meet clients in-office and remotely, assess needs, recommend life, disability, and investment-linked policies, and guide applications while building lasting relationships with clients and a focus on ethical financial planning.

Formación

• Bachelor's degree in Finance, Business, Economics, or related field preferred.
• RE1 or NQF wealth management licenses essential.
• 2–3 years in financial advising or insurance sales.
• Proven track record of meeting sales goals.
• Excellent communication and interpersonal skills.
• Strong knowledge of financial planning and insurance products.
• Proficiency with CRM and MS Office.
• Client-centric approach and high ethical standards.

Responsabilidades

• Consult with clients to assess financial needs.
• Recommend and sell life, health, disability, and investment-linked policies.
• Develop personalized financial plans.
• Explain policy details clearly.
• Manage client relationships and follow-ups.
• Aim to meet and exceed sales targets.
• Stay updated on products, trends and regulations.
• Process applications and document accuracy.

Conocimientos

Client communication

Relationship building

Active listening

CRM proficiency

Educación

Bachelor's degree in Finance

Herramientas

CRM systems

Microsoft Office

Descripción del empleo

Placements24 in Nelspruit, Mpumalanga, is seeking a dedicated Financial Advisor to help clients reach their financial goals through tailored insurance solutions.

In this hybrid role, you will meet clients in-office and remotely, assess needs, recommend life, disability, and investment-linked policies, and guide applications while building lasting relationships with clients and a focus on ethical financial planning.