Hybrid Insurance & Financial Advisor | Build Your Practice

Placements24; Klerksdorp; Hybrid; ZAR 350,000 - 550,000; Full time

Benefits offered by this job

Competitive commission structure

Comprehensive training programs

Medical aid and retirement fund

Hybrid work model

Job summary

Placements24 in Klerksdorp, North West, seeks a dedicated Financial Advisor specialising in insurance solutions to assess clients’ needs and recommend life, disability, and income protection policies. You will build and manage a growing client portfolio with personalised advice and ongoing reviews.

You will stay current on market trends, maintain regulatory compliance, and collaborate with other professionals to deliver comprehensive insurance strategies within a hybrid work model in North West.

Qualifications

• CFP or NQF Level 5 or equivalent qualification.
• RE1 and RE5 regulatory exams completed.
• Minimum 3 years in a Financial Advisor or related client-facing role.
• Proven sales and client relationship track record.
• Strong knowledge of insurance products and financial planning principles.
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively in Klerksdorp.
• Proficiency with financial planning software and CRM systems.

Responsibilities

• Conduct thorough financial needs analyses for clients, identifying gaps in insurance coverage.
• Recommend and sell suitable insurance products, including life, health, disability, and critical illness cover.
• Develop personalized financial plans and strategies for clients.
• Build and maintain long-term relationships with clients through regular reviews and support.
• Stay updated on new insurance products, market trends, and regulatory changes.
• Achieve and exceed sales targets for insurance products.
• Ensure compliance with all financial services regulations and ethical standards.
• Collaborate with other financial professionals to provide comprehensive client solutions.

Skills

Financial planning

Client relationship management

Sales ability

Excellent communication

Education

CFP or NQF Level 5

RE1 and RE5 exams

Tools

CRM software

Financial planning software

Job description

Placements24 in Klerksdorp, North West, seeks a dedicated Financial Advisor specialising in insurance solutions to assess clients’ needs and recommend life, disability, and income protection policies. You will build and manage a growing client portfolio with personalised advice and ongoing reviews.

You will stay current on market trends, maintain regulatory compliance, and collaborate with other professionals to deliver comprehensive insurance strategies within a hybrid work model in North West.