Insurance-Focused Financial Advisor | Grow Client Wealth

Placements24; Durban; On-site; ZAR 360,000 - 540,000; Full time

Benefits offered by this job

Competitive commission

Medical aid and provident fund

Training and professional development

Career advancement opportunities

Office in Durban

Job summary

Placements24 in Durban seeks a dedicated Financial Advisor specialising in insurance products to guide clients through life, health, and short-term insurance solutions as part of their financial planning needs.

You will build strong relationships, inform clients with expert guidance, and contribute to a growing financial services team. The role offers competitive earnings and career growth within a reputable firm.

Qualifications

• Proven experience as Financial Advisor or similar client-facing sales role.
• Strong knowledge of life, health, disability, and short-term insurance products.
• Excellent communication, interpersonal, and presentation skills.
• Regulatory qualifications such as RE 5 or NQF Level 5 in Wealth Management.
• Ability to generate leads and build a client base; ethical client-centric service.

Responsibilities

• Conduct detailed financial needs analyses with clients to understand insurance requirements and financial goals.
• Recommend and explain suitable insurance products, policies, and investment strategies to clients.
• Develop and maintain long-term relationships with clients, providing ongoing advice and support.
• Process new business applications and ensure accurate documentation and compliance.
• Stay updated on new insurance products, market developments, and regulatory changes.
• Meet or exceed individual sales targets and contribute to team objectives.

Skills

Communication skills

Client relationships

Sales ability

Lead generation

Presentations

Education

RE 5 / Wealth Management (NQF 5)

Job description

Placements24 in Durban seeks a dedicated Financial Advisor specialising in insurance products to guide clients through life, health, and short-term insurance solutions as part of their financial planning needs.

You will build strong relationships, inform clients with expert guidance, and contribute to a growing financial services team. The role offers competitive earnings and career growth within a reputable firm.