Strategic Life & Risk Insurance Advisor

Headhunters; Durban; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A financial services company in Durban is seeking a Financial Advisor specializing in Risk Products. The role involves analyzing insurance needs, providing specialized advice, and managing client relationships. A minimum of 5 years’ experience in life insurance sales and strong interpersonal skills are essential. Candidates with an appropriate degree and FAIS qualifications will be prioritized. Join a dynamic team committed to excellent client service and support in achieving their financial goals.

Qualifications

• Minimum 5 years experience as a Broker Consultant / Life Insurance Agent.
• Must meet FAIS honesty, integrity, and good standing requirements.
• FAIS compliant with continuous professional development.

Responsibilities

• Analyse and identify Life and Short-Term Insurance opportunities.
• Prepare comprehensive advice documents for presentation to clients.
• Provide specialist advice for clients' insurance needs.

Skills

Excellent communication skills

Negotiation and persuasion skills

Client-oriented

Emotional resilience

Education

Bachelor's degree in commerce, finance, investments

Qualification recognized by FSCA for FAIS

CFP certification

Tools

xPlan

Job description

A financial services company in Durban is seeking a Financial Advisor specializing in Risk Products. The role involves analyzing insurance needs, providing specialized advice, and managing client relationships. A minimum of 5 years’ experience in life insurance sales and strong interpersonal skills are essential. Candidates with an appropriate degree and FAIS qualifications will be prioritized. Join a dynamic team committed to excellent client service and support in achieving their financial goals.