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
- Must have own vehicle and license
- At least 2 years field sales experience
Application Instructions
Please forward your CV to Should you not be contacted within 2 weeks, kindly consider your application unsuccessful.
Contact Name: Ronal
Contact Phone: 0720865442
Contact Email:
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