Long-Term Insurance Advisor | Client-Focused Planner

Oxyon People Solutions; Johannesburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services company in Johannesburg is seeking a highly motivated Financial Advisor to join their team. The role involves advising clients on long-term insurance needs, providing customized solutions, and ensuring compliance with regulatory requirements. The ideal candidate should have at least 2 years of experience in long-term insurance and be passionate about helping clients achieve financial security. This position offers a highly competitive commission structure and a supportive work environment.

Benefits

Highly Competitive commission structure

Access to exclusive long-term insurance products

Supportive and dynamic work environment

Employee Benefits

Qualifications

• At least 2 years of experience in the long-term insurance industry.
• Relevant qualification in financial planning or insurance preferred.

Responsibilities

• Provide expert advice on long-term insurance products.
• Build and maintain a client portfolio.
• Conduct needs analysis for clients.
• Achieve sales targets and drive new business opportunities.
• Ensure compliance with regulatory requirements.
• Stay updated with product knowledge and industry trends.
• Provide exceptional service and follow up with clients.

Skills

Strong understanding of long-term insurance products

Excellent communication and interpersonal skills

Proven track record of achieving sales targets

Strong customer service orientation

Ability to work independently and as part of a team

Education

RE5 (Representative Examination) certification

NQF Level 4 or equivalent

Tools

Microsoft Office Suite

CRM systems and sales tools

Job description

A financial services company in Johannesburg is seeking a highly motivated Financial Advisor to join their team. The role involves advising clients on long-term insurance needs, providing customized solutions, and ensuring compliance with regulatory requirements. The ideal candidate should have at least 2 years of experience in long-term insurance and be passionate about helping clients achieve financial security. This position offers a highly competitive commission structure and a supportive work environment.