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Gauteng: Wealth Advisors (Insurance) posted by AtripleA recruitment & temps

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Job Description

About the Role

Our client in the Insurance Industry is seeking a Wealth Advisor to join their team. As a key member of the team, you will be responsible for providing financial planning recommendations and advice to clients, while also prospecting and closing new business. You will need to have a holistic approach to financial advice, establish and define professional relationships with clientele, and gather and analyze financial data.

Key Responsibilities

  • Prospecting and closing of new business.
  • Maintaining of existing business.
  • To have a holistic approach to financial advice.
  • Establishing and defining a professional relationship with clientele.
  • Gathering of financial data and the setting of financial objectives.
  • Analyzing and evaluating of financial information.
  • Developing and presenting financial planning recommendations and/or alternatives to clientele.
  • The implementation of financial planning recommendations.
  • The monitoring of the financial planning recommendations.

Requirements

  • Matric
  • Certified Financial Planning (CFP) or equivalent full qualification (NQF6 with 120 credits).
  • Successfully completed the Class of Business exam.
  • Successfully completed the RE5 exam.
  • Currently registered with the Financial Sector Conduct Authority as a full representative rendering Financial Advice and intermediary services.
  • Must be computer literate on a basic intermediary to intermediary level on a Microsoft software.
  • Must have high initiative and entrepreneurial skills and must be able to work independently
  • Own transport, laptop and cellphone are mandatory
  • Fluent in English and Afrikaans

Qualifications

  • Certified Financial Planning (CFP) or equivalent full qualification (NQF6 with 120 credits).
  • Completed Class of Business exam.
  • Completed RE5 exam.

Salary & Benefits

Salary details will be discussed during the interview process.

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How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Other Insurance Jobs in Gauteng

The Other Insurance (OI) industry is a significant sector in Gauteng, South Africa, offering a range of career opportunities for professionals with the right skills and experience. Typically, OI roles are in demand across various industries, including financial services, technology, and manufacturing, as companies seek to manage and mitigate risks associated with their operations.

Generally, OI specialists in Gauteng can expect salaries that vary widely depending on factors such as level of experience, company size, and industry sector. While broad salary ranges cannot be provided due to the variable nature of these factors, it is common for experienced OI professionals to earn between R600 000 and R1 200 000 per annum, while entry-level roles may start at around R300 000 to R500 000 per annum. However, salaries can fluctuate depending on individual circumstances.

Common skills required for OI roles in Gauteng include expertise in financial management, risk analysis, data interpretation, communication, and project management. Other essential skills often include proficiency in insurance software, analytical thinking, problem-solving, and the ability to work under pressure. Many OI professionals also hold relevant certifications or degrees in fields such as actuarial science, business administration, or economics.

The financial services sector is a significant employer of OI professionals in Gauteng, with other industries such as technology and manufacturing also commonly hiring for these roles. Other sectors that may employ OI specialists include healthcare, construction, and logistics. In terms of career development, many OI professionals in Gauteng progress to senior roles within their current organisations or move into related fields such as risk management, auditing, or claims handling.

For those seeking a career in OI, it is essential to develop a broad range of skills and experience, often through formal education and training. Many OI professionals in Gauteng have pursued certifications such as the Fellow of the Institute of Actuaries (FIA) or the Chartered Insurance Practitioner (CIP). Building strong relationships with clients, colleagues, and stakeholders is also crucial for success in this field.

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This information provides general career guidance. Actual salaries and requirements vary by employer.



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