Hybrid Financial Advisor: Insurance & Wealth Planning

Placements24; Vereeniging; Ibrido; ZAR 279.000 - 502.000; Tempo pieno

Vantaggi offerti da questo lavoro

medical aid

retirement savings plan

performance incentives

extensive training

professional development support

career advancement opportunities

Employee wellness programs

supportive team environment

Descrizione del lavoro

Placements24 is seeking a dedicated Financial Advisor specializing in Insurance in Vereeniging, Gauteng. You will deliver expert advice on life, health and investment-linked policies, tailoring solutions to individuals and families.

You will analyze client needs, develop personalized plans, and guide clients through applications while building lasting relationships with integrity and service excellence.

Competenze

• 3+ years of experience as a Financial Advisor focusing on insurance products.
• RE 5 qualification and CFP-like certifications are highly desirable.
• Bachelor level qualification in financial services or related field.

Mansioni

• Conduct comprehensive financial needs analyses for clients.
• Advise on life, health, disability, and short-term insurance products.
• Develop personalized financial and insurance plans to meet client objectives.
• Present policy options, features, benefits and costs clearly to clients.
• Assist clients with the application process and ensure documentation is complete.
• Build and maintain long-term client relationships through regular reviews.

Conoscenze

Client-focused

Sales targets

Financial planning

Analytical skills

MS Office

Financial software

Formazione

B.Com / NQF 5/6 in Financial Services

Strumenti

MS Office Suite

Financial planning software

Descrizione del lavoro

Placements24 is seeking a dedicated Financial Advisor specializing in Insurance in Vereeniging, Gauteng. You will deliver expert advice on life, health and investment-linked policies, tailoring solutions to individuals and families.

You will analyze client needs, develop personalized plans, and guide clients through applications while building lasting relationships with integrity and service excellence.