Senior Insurance & Wealth Advisor — Bloemfontein (Uncapped Commission)

Placements24; Bloemfontein; Vor Ort; ZAR 600.000 - 1.000.000; Vollzeit

Benefits dieser Stelle

Competitive base salary

Uncapped commission

Medical aid

Retirement fund contributions

Professional development

Travel reimbursement

Zusammenfassung

Placements24 in Bloemfontein is seeking a Senior Financial Advisor specializing in insurance solutions. The role involves providing expert financial and insurance advice to individuals and businesses, building a client portfolio and ensuring risk management.

You will meet sales targets, stay compliant with FAIS regulations, mentor junior advisors, and collaborate with internal teams for policy issuance and claims, while visiting clients across the region.

Qualifikationen

• This role requires a Bachelor's degree in Finance or Commerce with regulatory qualifications.
• Strong sales track record and compliance with FAIS regulations are essential.
• Excellent communication and client relationship management skills are needed.

Aufgaben

• Conduct comprehensive financial needs analyses for clients’ risk protection and wealth goals.
• Develop and present insurance and investment recommendations, including life, disability, health, and linked products.
• Build and maintain long-term client relationships with ongoing advisory support.
• Identify cross-sell and up-sell opportunities for insurance and financial products.
• Ensure compliance with FAIS regulations and coordinate with internal teams for policy issuance and claims.

Kenntnisse

Communication

Interpersonal skills

Negotiation

Analytical thinking

Problem solving

Ethical conduct

Ausbildung

Bachelor's degree in Finance or Commerce

RE5 regulatory examinations

CFP / NQF Level 5/6 in Wealth Management

Jobbeschreibung

Placements24 in Bloemfontein is seeking a Senior Financial Advisor specializing in insurance solutions. The role involves providing expert financial and insurance advice to individuals and businesses, building a client portfolio and ensuring risk management.

You will meet sales targets, stay compliant with FAIS regulations, mentor junior advisors, and collaborate with internal teams for policy issuance and claims, while visiting clients across the region.