Life Insurance & Wealth Solutions Consultant (Durban)

Placements24; Durban; Hybrid; ZAR 180,000 - 300,000; Full time

Benefits offered by this job

Competitive commission structure

Basic salary

Extensive training and development

Career progression to management

Team mentorship

Access to financial products

Incentive trips and rewards

Medical aid

Retirement fund options

Job summary

Placements24 in Durban, KwaZulu-Natal is seeking a motivated Insurance Sales Agent to join our expanding team. You will promote life insurance policies and investment products, build a robust client base, and tailor solutions to individual financial goals.

Ideal candidates have proven sales experience in financial services, excellent communication, and FAIS accreditation or willingness to obtain it. You will work with clients to guide them through applications, underwriting, and ongoing service

Qualifications

• Matric or equivalent; finance/marketing degree advantageous.
• Proven sales experience in insurance or financial services.
• Strong communication and interpersonal skills.
• Willing to obtain FAIS accreditation if needed.

Responsibilities

• Prospect potential clients through referrals, networking, and outreach.
• Conduct needs analysis of clients' financial goals and risk tolerance.
• Present life insurance and investment solutions clearly.
• Build personalized financial plans and guide underwriting.
• Meet sales targets and maintain client relationships.

Skills

Sales experience

CRM proficiency

FAIS accreditation

Communication skills

Independent work

Time management

Education

Matriculation certificate

Finance degree (advantageous)

Tools

CRM software

MS Office

Job description

Placements24 in Durban, KwaZulu-Natal is seeking a motivated Insurance Sales Agent to join our expanding team. You will promote life insurance policies and investment products, build a robust client base, and tailor solutions to individual financial goals.

Ideal candidates have proven sales experience in financial services, excellent communication, and FAIS accreditation or willingness to obtain it. You will work with clients to guide them through applications, underwriting, and ongoing service