Upington Insurance-Focused Financial Advisor
Placements24
An application made for this job — a tailored resume and cover letter that speak straight to the posting.
Benefits offered by this job
Job summary
Placements24 is seeking a dedicated Financial Advisor with a specialization in Insurance to join our Upington practice. You will deliver comprehensive financial planning services, focusing on identifying clients' insurance needs and securing protection strategies, building trusted relationships, and guiding clients toward financial security in the Northern Cape region.
You will conduct needs analyses, develop plans incorporating life, disability, and health insurance, and educate clients on risk
Qualifications
- Bachelor’s degree in Finance, Economics, or Business.
- Proven experience as Financial Advisor.
- Licenses such as RE5 and FAIS preferred.
- Strong knowledge of insurance products.
Responsibilities
- Conduct in-depth financial needs analyses with clients.
- Develop personalized financial plans with insurance solutions.
- Recommend and facilitate insurance product sales.
- Educate clients on financial concepts and risk management.
- Stay updated on markets, products, and regulations.
- Provide ongoing review and support for client portfolios.
Skills
Education
Job description
Placements24 is seeking a dedicated Financial Advisor with a specialization in Insurance to join our Upington practice. You will deliver comprehensive financial planning services, focusing on identifying clients' insurance needs and securing protection strategies, building trusted relationships, and guiding clients toward financial security in the Northern Cape region.
You will conduct needs analyses, develop plans incorporating life, disability, and health insurance, and educate clients on risk
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
