Senior Life Insurance & Risk Advisor

Headhunters; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services company in Cape Town is seeking an experienced Financial Advisor focused on Risk Products. This role involves providing and implementing insurance solutions for clients, supporting business assurance and estate planning. The ideal candidate has at least 5 years of experience in a relevant role and holds necessary qualifications recognized by the FSCA. Excellent communication skills and a strong client-oriented approach are essential. A wonderful career opportunity awaits.

Qualifications

• Minimum 5 years' experience as a Broker Consultant or Life Insurance Agent.
• Ability to function at a strategic level while fulfilling operational responsibilities.
• Meet FAIS compliance and continuous professional development requirements.

Responsibilities

• Analyse Life and Short-Term Insurance opportunities within client bases.
• Prepare comprehensive advice documents for client presentations.
• Provide specialist advice on Life Insurance needs.
• Implement agreed solutions for clients and manage onboarding requirements.
• Maintain and develop client relationships.

Skills

Excellent communication skills, verbal and written

Excellent negotiation and persuasion skills

Client oriented with strong interpersonal skills

Emotional resilience

Fully computer literate

Education

Bachelor's degree in commerce, finance, investments

Qualification recognized by the FSCA for FAIS purposes

CFP preference

Tools

xPlan experience

Job description

A financial services company in Cape Town is seeking an experienced Financial Advisor focused on Risk Products. This role involves providing and implementing insurance solutions for clients, supporting business assurance and estate planning. The ideal candidate has at least 5 years of experience in a relevant role and holds necessary qualifications recognized by the FSCA. Excellent communication skills and a strong client-oriented approach are essential. A wonderful career opportunity awaits.