Financial Advisor - Long-Term Insurance

About the job Financial Advisor - Long-Term Insurance

Location: Cape Town, South Africa

Job Description:We are seeking a skilled and motivated Financial Advisor specializing in long-term insurance to join our team in Cape Town. The ideal candidate will be responsible for providing expert financial advice and guidance to clients, focusing on long-term insurance products and solutions.

• Conduct comprehensive financial needs analysis to understand clients' goals and objectives.
• Develop personalized financial plans and recommend suitable long-term insurance products based on client needs.
• Educate clients on the benefits and features of various insurance options, including life insurance, disability cover, and retirement annuities.
• Build and maintain strong client relationships through regular communication and proactive service.
• Stay updated on industry trends, regulations, and product changes to ensure accurate and informed client advice.
• Collaborate with other team members and departments to deliver integrated financial solutions.

• Proven experience as a Financial Advisor or similar role, with a focus on long-term insurance products.
• In-depth knowledge of insurance products and services, particularly life insurance, disability cover, and retirement planning.
• Strong understanding of financial planning principles and practices.
• Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
• Relevant professional qualifications such as:
  • Certified Financial Planner (CFP) designation preferred.
  • Registered Financial Services Provider (FSP) license in accordance with the Financial Advisory and Intermediary Services Act (FAIS) in South Africa.
  • Bachelor's degree in Finance, Economics, Business Administration, or related field.