Remote Financial Advisor - Insurance Solutions

Placements24; South Africa; À distance; ZAR 300 000 - 550 000; Plein temps

Avantages offerts par ce poste

Remote work

Uncapped commissions

Training & development

Virtual tools access

Résumé du poste

Placements24 is searching for a Remote Financial Advisor to join a fast-growing SA financial services team. You will advise clients on life, health, disability, and investment-linked policies, while building long-term relationships and meeting sales targets.

Role emphasizes remote-first work, virtual training, and support with comprehensive onboarding. Requires RE1/RE5 licenses and 3+ years of client-facing experience in financial services.

Qualifications

• 3+ years of experience as a Financial Advisor or similar client-facing sales role.
• Strong sales track record with meeting/exceeding targets.
• Excellent communication and negotiation skills.
• Proficient with CRM systems and virtual communication tools.

Responsabilités

• Proactively engage with clients via phone, video, and email to assess needs and goals.
• Provide tailored insurance and financial product recommendations.
• Develop and present financial plans and proposals.
• Guide clients through applications and underwriting processes.
• Build long-term client relationships and conduct periodic reviews.
• Aim to achieve and exceed sales targets and metrics.
• Stay updated on market developments and regulatory changes.

Connaissances

Sales experience

Client-facing

Excellent communication

CRM proficiency

Remote work discipline

Formation

RE 1 & RE 5 licenses

NQF 4/5 in relevant field

Outils

CRM systems

Video conferencing tools

Description du poste

About the Role

Our client is a rapidly growing financial services firm seeking motivated and client-focused Remote Financial Advisors to join their virtual team. This role is entirely remote, offering the flexibility to work from any location within South Africa. You will be responsible for advising clients on a comprehensive range of insurance solutions, helping them achieve their financial goals and secure their future. This is an excellent opportunity for individuals with strong sales acumen, excellent communication skills, and a passion for helping others, who prefer a remote-first working environment. We provide robust virtual training and support systems to ensure your success.

Key Responsibilities

• Proactively engage with potential clients via phone, video calls, and email to understand their financial needs and objectives.
• Provide expert advice and personalized recommendations on various insurance products, including life, health, disability, and investment-linked policies.
• Develop and present tailored financial plans and insurance proposals to clients.
• Guide clients through the application and underwriting process, ensuring a smooth and efficient experience.
• Build and maintain long‑term relationships with clients, offering ongoing support and periodic reviews.
• Achieve and exceed sales targets and performance metrics.
• Stay up-to-date with market developments, new products, and regulatory changes in the insurance industry.
• Ensure compliance with all relevant financial advisory regulations and company policies.
• Collaborate with internal support teams to resolve client queries and issues promptly.
• Generate referrals and expand client networks.

Requirements

• Relevant qualifications and licenses to provide financial advice in South Africa (e.g., RE 1 & RE 5, NQF Level 4/5 in relevant field).
• A minimum of 3 years of experience as a Financial Advisor or in a similar client-facing sales role within the financial services or insurance sector.
• Proven track record of meeting and exceeding sales targets.
• Excellent communication, interpersonal, and negotiation skills.
• Strong understanding of financial planning principles and various insurance products.
• Proficiency in CRM systems and virtual communication tools.
• Ability to work independently, self-motivated, and disciplined in a remote setting.
• A dedicated home office space with reliable internet connectivity is essential.
• Passion for client service and building trusted relationships.

Benefits

• A competitive base salary up to R , plus uncapped commission structure.
• Significant earning potential through commissions and bonuses.
• Comprehensive training and continuous professional development.
• The ultimate flexibility of a fully remote role, allowing you to work from anywhere in South Africa.
• Access to cutting-edge virtual tools and client acquisition platforms.
• Supportive virtual team and management structure.