Introduction

Our Client, a leader in the Insurance Industry, based in the Cape Town area, is looking for Life Financial Advisors. 

As a Financial Advisor, you will play a crucial role in helping individuals and businesses achieve their financial goals through comprehensive insurance solutions. 
 

Description

Responsibilities

• Conduct thorough financial needs analysis for clients to understand their goals and objectives.
• Develop and implement customised financial plans to meet clients short and long term goals .
• Provide ongoing support and guidance to clients, reviewing their financial plans regularly and adjusting as needed.
• Build and maintain strong relationships with clients through proactive communication and exceptional service.
• Stay informed about industry trends and regulations, continuously enhancing your knowledge and skills to better serve clients.
• Collaborate with team members to achieve collective goals and contribute to the overall success of the organisation.
   

Education Profile

Experience and Qualifications

• Matric/Grade 12
• RE5 and full FAIS credits 
• Own vehicle and license
• Currently be selling life insurance
• At least 2 years field sales experience (Actively going out and sourcing new potential clients)

Application Instructions

Please forward your CV to Ronal@myfuturecareer.co.za. Should you not be contacted within 2 weeks, kindly consider your application unsuccessful.

Contact Details