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Cape Town City Centre: Financial Advisor – Long-Term Insurance/investments /short term insurance /holistic financial planning

Cape Town City Centre: Financial Advisor – Long-Term Insurance/investments /short term insurance /holistic financial planning

Posted on 2025-04-17 00:00:00

Employer Unspecified
Category Accounting / Finance
Location Cape Town Region  / Cape Town City Centre

Job Summary

Job Overview: We are seeking a highly motivated and experienced Financial Advisor to join our team, specializing in long-term insurance. The ideal candidate will have a strong background in financial services, particularly in long-term insurance, and be passionate about helping clients achieve financial security and peace of mind. In this role, you will be responsible for advising clients on their long-term insurance needs, providing customized financial solutions, and ensuring compliance with regulatory requirements. You will be expected to build and maintain strong relationships with clients, grow your client base, and work towards achieving sales targets. Key Responsibilities: •Provide expert advice on long-term insurance products, including life, disability, critical illness, and retirement planning. •Build and maintain a client portfolio, proactively managing client relationships and ensuring high levels of customer satisfaction. •Conduct needs analysis to determine the most suitable long-term insurance solutions for clients. •Achieve sales targets and drive new business opportunities by prospecting and generating leads. •Ensure compliance with regulatory requirements, including FAIS, FICA, and other relevant legislation. •Stay up to date with product knowledge, industry trends, and regulatory changes. •Provide exceptional service and follow-up with clients regularly to ensure their financial needs are met. Minimum Requirements: Experience: At least 2 years of experience in the long-term insurance industry. – Qualifications: RE5 (Representative Examination) certification is required. NQF Level 4 or equivalent (preferable). Skills: -Strong understanding of long-term insurance products. -Excellent communication and interpersonal skills. -Proven track record of achieving sales targets. -Strong customer service orientation. -Ability to work independently and as part of a team. Technical Skills: -Proficient in Microsoft Office Suite (Word, Excel, Outlook). -Experience with CRM systems and sales tools is an advantage. Preferred Requirements: •A relevant qualification in financial planning or insurance (such as a CFP, or equivalent) would be advantageous. •Previous experience in a client-facing sales role within the financial services industry is preferred. Benefits: -Highly Competitive commission structure. -Access to exclusive long-term insurance products. -Supportive and dynamic work environment. -Employee Benefits

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