Senior Financial Advisor (Insurance Specialist)

Placements24; Pretoria; Hybrid; ZAR 600,000 - 900,000; Full time

Benefits offered by this job

Competitive base salary

Commission on sales

Performance bonuses

Hybrid work model

Medical aid

Retirement savings

Career development opportunities

Job summary

Placements24 is seeking a Senior Financial Advisor with a specialization in life, disability and critical illness insurance for our Pretoria practice. This hybrid role blends office meetings with remote workdays to deliver comprehensive financial plans and insurance strategies for individuals and families.

Ideal candidates have 5+ years in financial advisory, strong client-facing skills, and credentials such as CFP/RE5.

Qualifications

• Bachelor's degree in Finance or related field; CFP/RE5/FAIS credentials preferred.
• Minimum 5 years in financial advisory with a proven insurance sales track record.
• Strong knowledge of life, disability and critical illness products.

Responsibilities

• Conduct financial needs analyses and identify insurance gaps.
• Develop personalized plans and insurance recommendations.
• Present solutions clearly and effectively to clients.
• Build long-term relationships and provide ongoing advice.
• Stay updated on insurance products, market trends and regulations.
• Collaborate with team to deliver holistic financial solutions.
• Meet and exceed insurance sales targets.
• Maintain compliant client interactions and record-keeping in CRM.
• Mentor junior advisors and contribute to team success.
• Manage client data and ensure accuracy in CRM records.

Skills

Financial planning

Client relationship management

Sales

Communication

Analytical thinking

Education

Bachelor's in Finance/Business/Economics

CFP

RE5

FAIS accreditation

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client, a premier financial services firm, is seeking a highly motivated and client-centric Senior Financial Advisor with a specialization in insurance solutions to join their practice in Pretoria, Gauteng . This hybrid role allows for a flexible work arrangement, combining office-based client meetings and team collaboration with remote workdays. You will be responsible for developing comprehensive financial plans for individuals and families, with a strong emphasis on life insurance, disability, and critical illness cover. Building and maintaining strong client relationships, understanding their financial goals, and recommending appropriate insurance strategies will be paramount. The successful candidate will possess excellent communication, sales, and advisory skills, coupled with a deep understanding of the insurance landscape.

Key Responsibilities

• Conduct thorough financial needs analyses for clients, identifying gaps in their insurance coverage.
• Develop personalized financial plans and insurance recommendations tailored to client objectives.
• Present financial and insurance solutions clearly and effectively to clients.
• Build and nurture long-term relationships with a portfolio of clients, providing ongoing advice and support.
• Stay updated on the latest insurance products, market trends, and regulatory changes.
• Collaborate with other advisors and specialists within the firm to provide holistic financial solutions.
• Achieve and exceed sales targets for insurance products.
• Ensure all client interactions and recommendations comply with industry regulations and ethical standards.
• Mentor junior advisors and contribute to the team's overall success.
• Manage client data and maintain accurate records in the CRM system.

Requirements

• Bachelor's degree in Finance, Business, Economics, or a related field.
• Relevant professional qualifications such as CFP, RE5, and/or FAIS accreditation.
• Minimum of 5 years of experience in financial advisory, with a proven track record in insurance sales.
• In-depth knowledge of life insurance, disability cover, critical illness policies, and other relevant insurance products.
• Excellent communication, presentation, and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Proficiency in financial planning software and CRM systems.
• Ability to work independently and as part of a team in a hybrid environment.
• High level of integrity and ethical conduct.
• Client-focused approach with a passion for helping others achieve their financial goals.

Benefits

• Our client offers an attractive remuneration structure, including a competitive base salary, commission on sales, and performance bonuses.
• The hybrid working model provides flexibility, and employees have access to state-of-the-art office facilities in Pretoria .
• We provide comprehensive medical aid, retirement savings benefits, and significant opportunities for professional development and career advancement.