Financial Advisor – Long-Term Insurance/Investments /Short Term Insurance /Holistic Financial Planning
Posted on 2025-03-20
Category | Accounting Finance |
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Location | Gauteng / Johannesburg |
Job Summary
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
Financial Advisor – Long-Term Insurance/Investments /Short Term Insurance /Holistic Financial Planning position available in Gauteng, Johannesburg. This job position was posted by . The job has been posted on 2025-03-20 in the Accounting Finance category
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