Senior Insurance Financial Advisor – Build Your Practice

Placements24; Rustenburg; Hybride; ZAR 350 000 - 650 000; Plein temps

Avantages offerts par ce poste

Commission-based pay

Guaranteed minimum income

Medical aid

Retirement planning support

Professional development funding

Marketing and tools support

Résumé du poste

Placements24 in Rustenburg invites a Senior Financial Advisor to join a growing financial services practice. You will provide comprehensive financial planning and tailored insurance advice to a diverse client base, building relationships based on trust and expertise.

With 5+ years in advisory or insurance sales, you will leverage CFP accreditation where possible and navigate life, health, and risk products while driving business growth in a dynamic environment.

Qualifications

• Minimum 5 years in financial advisory or insurance sales.
• CFP or similar qualifications are highly advantageous.
• Strong knowledge of life, health and other risk products.
• Proven track record of meeting sales targets and growing portfolios.
• Excellent interpersonal and presentation skills; client-centric approach.

Responsabilités

• Conduct needs analyses and tailor insurance plans.
• Source, recommend and facilitate insurance product sales.
• Build and maintain a strong client base through proactive prospecting.
• Stay updated on market trends, regulations and products.
• Ensure compliance with industry regulations and internal policies.
• Collaborate with internal/external partners to deliver holistic solutions.
• Monitor portfolios and adjust as circumstances change.
• Educate clients on insurance and investment vehicles; drive growth.

Connaissances

Client relationship management

Communication skills

Sales targets achievement

Financial planning

Formation

CFP certification

FAIS accreditation

Outils

Financial planning software

CRM systems

Description du poste

Placements24 in Rustenburg invites a Senior Financial Advisor to join a growing financial services practice. You will provide comprehensive financial planning and tailored insurance advice to a diverse client base, building relationships based on trust and expertise.

With 5+ years in advisory or insurance sales, you will leverage CFP accreditation where possible and navigate life, health, and risk products while driving business growth in a dynamic environment.