Remote Senior Financial & Insurance Advisor

Placements24; South Africa; Remote; ZAR 480,000 - 720,000; Full time

Job summary

Placements24 is seeking a fully remote Financial Advisor specializing in insurance solutions to serve clients nationwide from a home-based setup. You will provide life insurance, retirement planning, and investment-linked guidance, conduct virtual consultations, and build lasting client relationships while maintaining compliance.

Experience in financial planning and regulatory knowledge is essential. The role offers autonomy, performance-based rewards, and the chance to grow with a

Responsibilities

• Proactively engage with clients via phone, video calls, and email to understand financial needs.
• Advise on insurance products including life, health, disability, and investment-linked policies.
• Develop and present tailored financial plans and insurance proposals to clients.
• Guide clients through underwriting, 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 stay up-to-date on regulatory changes in the insurance industry.

Job description

Placements24 is seeking a fully remote Financial Advisor specializing in insurance solutions to serve clients nationwide from a home-based setup. You will provide life insurance, retirement planning, and investment-linked guidance, conduct virtual consultations, and build lasting client relationships while maintaining compliance.

Experience in financial planning and regulatory knowledge is essential. The role offers autonomy, performance-based rewards, and the chance to grow with a