Remote Senior Financial Advisor - Insurance & Planning

Placements24; Mossel Bay; Hybrid; ZAR 900,000 - 1,300,000; Full time

Benefits offered by this job

Remote working flexibility

Medical aid

Retirement annuity

Professional development opportunities

Supportive virtual team

Job summary

Placements24 is seeking a Senior Financial Advisor for a fully remote role in South Africa. You will deliver comprehensive insurance and financial planning solutions, manage a diverse client portfolio, and develop tailored strategies emphasizing risk management and life cover.

This is a remote, autonomous role ideal for self-driven professionals. You will work with a reputable financial services group, maintain client relationships, stay informed on market trends, and meet KPIs while adhering to

Qualifications

• 7+ years experience as a Financial Advisor with emphasis on insurance and risk management.
• Experience building and managing a substantial client base.
• Knowledge of life insurance, investment linked policies and risk solutions.
• Strong analytical, problem-solving and interpersonal abilities.
• Proficiency with financial planning software and CRM systems.
• Excellent communication and presentation skills; able to convey complex concepts clearly.
• Comfortable in a fully remote, self-directed environment.
• Commitment to ethical, client-centric financial advice.

Responsibilities

• Provide expert financial advice and personalized insurance planning to high-net-worth clients.
• Conduct comprehensive financial needs analyses including risk assessments and retirement planning.
• Develop tailored financial plans aligned to client goals.
• Identify suitable insurance products such as life and disability cover.
• Build and maintain long-term client relationships with regular reviews.
• Manage a diverse client portfolio and strive for retention.
• Stay updated on market trends, products, and regulatory changes.
• Achieve sales targets and KPIs for client acquisition and retention.
• Ensure full regulatory compliance and ethical standards.
• Collaborate with internal teams to deliver seamless service.

Skills

Analytical skills

Interpersonal skills

Communication skills

Presentation skills

Self-directed

Education

CFP®

RE5

NQF Level 5+

Tools

Financial planning software

CRM systems

Job description

Placements24 is seeking a Senior Financial Advisor for a fully remote role in South Africa. You will deliver comprehensive insurance and financial planning solutions, manage a diverse client portfolio, and develop tailored strategies emphasizing risk management and life cover.

This is a remote, autonomous role ideal for self-driven professionals. You will work with a reputable financial services group, maintain client relationships, stay informed on market trends, and meet KPIs while adhering to