We are looking for Independent Insurance Financial Advisor helps clients secure their financial futures by assessing risk, analyzing portfolios, and recommending tailored life, disability, investment, and retirement policies. They build lasting relationships, generate leads, and ensure full compliance with regional financial regulations.
- Meet clients to discuss financial goals, income, and risk tolerance.
- Conduct financial needs analyses to identify gaps in protection or savings.
- Recommend insurance policies including life, disability, and risk cover.
- Develop customized strategies for retirement, investment, and estate planning.
- Maintain compliance with industry regulations and internal policies.
Job Requirements
- Matric (National Senior Certificate) or equivalent foundational schooling.
- 3 YEARS INSURANCE SALES EXPERIENCE.
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- Rulatory Exams (RE5) and relevant industry credits/certifications as required by local bodies (such as the Financial Sector Conduct Authority). Can be advantageous.
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- Experience in sales, client-facing advisory roles, or financial services.
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- Strong communication skills to explain complex policies simply and clearly.
Pay: R1 000,00 - R10 000,00 per week
Work Location: In person
