Insurance-Focused Financial Advisor Growth & Rewards

Placements24; LegKraal Gate; On-site; ZAR 180,000 - 360,000; Full time

Benefits offered by this job

Medical aid

Retirement fund

Professional training

Career advancement

Performance incentives

Marketing support

Job summary

Placements24 is seeking a client-focused Financial Advisor specializing in insurance. Based in Mahikeng, North West, you will assess clients’ goals, recommend life, health, and investment-linked policies, and deliver comprehensive financial planning and insurance solutions to individuals and families.

You will build a strong client base, meet sales targets, stay updated on market and regulatory changes, and collaborate with teams to provide integrated financial guidance.

Qualifications

• Minimum 3 years as a Financial Advisor with a focus on insurance products.
• Relevant tertiary qualification in Finance, Commerce, or Economics.
• FAIS accreditation and regulatory examinations (RE1, RE5) required.

Responsibilities

• Consult with clients to understand financial situations, goals, and insurance requirements.
• Develop personalized financial plans and insurance strategies.
• Recommend and sell life, disability, and investment-linked policies.
• Educate clients on policy benefits, terms, and conditions.
• Stay updated with market trends and regulatory changes.

Skills

Client relationship mgmt

Sales targets

Communication skills

Ethical conduct

Time management

Education

Finance/Commerce/Economics degree

Tools

Financial planning software

MS Office

Job description

Placements24 is seeking a client-focused Financial Advisor specializing in insurance. Based in Mahikeng, North West, you will assess clients’ goals, recommend life, health, and investment-linked policies, and deliver comprehensive financial planning and insurance solutions to individuals and families.

You will build a strong client base, meet sales targets, stay updated on market and regulatory changes, and collaborate with teams to provide integrated financial guidance.