Talent.com
Financial Advisor (Risk Products)

Financial Advisor (Risk Products)

HeadhuntersDurban, KwaZulu-Natal, South Africa
30+ days ago
Job description

Reference : PE -RW-1

Our client in the Financial Services Industry based in KZN is currently looking to employ a Financial Advisor (Risk Products).

To provide and implement advice in respect of insurance needs and solutions to the company clients in conjunction with the company's Partner. Afrikaans first language preferred.

A wonderful career opportunity awaits you.

Duties & Responsibilities

Requirements :

  • Minimum 5 years’ experience as a Broker Consultant / Life Insurance Agent, etc.
  • Ability to function at a strategic level whilst fulfilling operational responsibilities.
  • Meet the FAIS honesty, integrity, and good standing requirements.
  • Meet the FAIS minimum experience requirements in respect of long-term insurance products.
  • Must not have been declared insolvent or provisionally insolvent.
  • Excellent communication skills, verbal and written.
  • Excellent negotiation and persuasion skills.
  • Client-oriented, with strong interpersonal skills and able to take the initiative (self-starter).
  • Emotional resilience.
  • Appropriate tertiary qualification (bachelor’s degree in commerce, finance, investments preferable).
  • Have a qualification recognised by the FSCA for FAIS purposes. Preference will be given to candidates with a CFP.
  • Have completed relevant class of business and product-specific training.
  • FAIS compliant (continuous professional development).
  • Completed supervision for long-term insurance categories.
  • Fully computer literate, xPlan experience advantageous.

Responsibilities and expectations but not limited to :

  • Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partners' practice.
  • Prepare comprehensive advice documents (proposals, comparisons, and quotations) for presentation to clients.
  • Provide specialist advice in respect of Life Insurance (Death, Disability, and Critical Cover) needs. This will include specialist areas such as Estate Planning and Business Assurance.
  • Implement the agreed solution for clients and manage underwriting and other onboarding requirements.
  • Review clients' cover according to internal business procedures, or if client circumstances change.
  • Acquire short-term insurance leads from the company’s financial planning partners.
  • On receipt of the client’s consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short-term insurance schedules to the STI tele-advisor for capture prior to the appointment.
  • Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome of the appointment.
  • Maintain and develop client relationships.
  • Support and contribute to company initiatives to communicate to, educate, and engage clients in order to better meet their needs.
  • Monitor and report on the success and implementation of client and partner-focused initiatives.
  • Adhere to the culture and principles of TCF – treating customers fairly.
  • Comply with Group and Industry regulatory requirements.
  • Please note should you not receive a response within two weeks of applying you may assume that your application was unsuccessful.

    Package & Remuneration

    Monthly

    #J-18808-Ljbffr

    Create a job alert for this search

    Financial Advisor • Durban, KwaZulu-Natal, South Africa

    Related jobs
    • Promoted
    Wealth Advisory

    Wealth Advisory

    Hire ResolveDurban, KwaZulu-Natal, South Africa
    We are looking for a Wealth Advisor (Private Banking) to act as an intermediary between our company and customers.You will provide our clients with financial guidance and make recommendations on ho...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Financial Advisor

    Senior Financial Advisor

    Confiar BlueStarDurban, KwaZulu-Natal, South Africa
    Co Director and Co Founder of Confiar BlueStar and Career Genie.Join Our Team : Experienced Financial Planners Wanted.We are expanding and seeking experienced Financial Planners to join our dynamic ...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor and Risk Consultant

    Financial Advisor and Risk Consultant

    Ultra Personnel : Pharmaceutical, Insurance, EngineeringDurban, KwaZulu-Natal, South Africa
    Leading organisation within the investments and financial services industry requires a Risk Consultant for the KZN branch. This position is based in Kloof / Gillitts.Minimum 5 years’ experience as a...Show moreLast updated: 30+ days ago
    • Promoted
    Business Financial Advisor

    Business Financial Advisor

    Spane4allDurban, KwaZulu-Natal, South Africa
    Business Financial Advisor page is loaded## Business Financial Advisorlocations : Durbantime type : Full timeposted on : Posted Todaytime left to apply : End Date : November 9, 2025 (11 days lef...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Business Financial Advisor

    Business Financial Advisor

    RMBDurban, KwaZulu-Natal, South Africa
    Business Financial Advisor page is loaded## Business Financial Advisorlocations : Durbantime type : Full timeposted on : Posted Todaytime left to apply : End Date : November 9, 2025 (11 days lef...Show moreLast updated: 11 hours ago
    • Promoted
    Business Financial Advisor

    Business Financial Advisor

    FirstRand Namibia LimitedDurban, KwaZulu-Natal, South Africa
    Business Financial Advisor page is loaded## Business Financial Advisorlocations : Durbantime type : Full timeposted on : Posted Todaytime left to apply : End Date : November 9, 2025 (11 days lef...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor

    Financial Advisor

    Onboarded SolutionsDurban, KwaZulu-Natal, South Africa
    Co-Founder & Recruitment Specialist | IT, Renewable Energy, Manufacturing, Marketing, Sales, HR, Logistics |.THIS ROLE OFFERS A BASIC SALARY. Our client is a well-established, smaller financial serv...Show moreLast updated: 30+ days ago
    • Promoted
    Private Wealth Advisor

    Private Wealth Advisor

    RmbwestportDurban, KwaZulu-Natal, South Africa
    Private Wealth Advisor page is loaded## Private Wealth Advisorlocations : Durbanposted on : Posted Todaytime left to apply : End Date : October 31, 2025 (21 days left to apply)job requisition id : ...Show moreLast updated: 17 days ago
    • Promoted
    Financial Advisor Long-Term Insurance

    Financial Advisor Long-Term Insurance

    Indwe Broker HoldingsDurban, KwaZulu-Natal, South Africa
    To submit your application, please email your CV and cover letter to : .Purpose : To provide rewarding experiences and appropriate planning solutions at all touch points to new, internal and external ...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor

    Financial Advisor

    Indwe Broker HoldingsDurban, KwaZulu-Natal, South Africa
    To submit your application, please email your CV and cover letter to : .To provide rewarding experiences and appropriate planning solutions at all touch points to new, internal and external clients a...Show moreLast updated: 30+ days ago
    • Promoted
    Private Wealth Advisor

    Private Wealth Advisor

    WesbankDurban, KwaZulu-Natal, South Africa
    Private Wealth Advisor page is loaded## Private Wealth Advisorlocations : Durbanposted on : Posted Todaytime left to apply : End Date : October 31, 2025 (21 days left to apply)job requisition id : ...Show moreLast updated: 17 days ago
    • Promoted
    Private Wealth Advisor

    Private Wealth Advisor

    RMBDurban, KwaZulu-Natal, South Africa
    Private Wealth Advisor page is loaded## Private Wealth Advisorlocations : Durbanposted on : Posted Todaytime left to apply : End Date : October 31, 2025 (22 days left to apply)job requisition id : ...Show moreLast updated: 19 days ago
    • Promoted
    Financial Advisor Long-Term Insurance

    Financial Advisor Long-Term Insurance

    Indwe Risk ServicesDurban, KwaZulu-Natal, South Africa
    To submit your application, please email your CV and cover letter to : .To provide rewarding experiences and appropriate planning solutions at all touch points to new, internal and external clients a...Show moreLast updated: 30+ days ago
    • Promoted
    Salaried Financial Advisor

    Salaried Financial Advisor

    Old Mutual South AfricaMpumalanga, KwaZulu-Natal, South Africa
    Let's Write Africa's Story Together!.Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Let's Write Africa's Story Together!.Old Mutual is a firm believer...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor

    Financial Advisor

    Ukufunda Business SolutionsDurban, South Africa
    We are looking for experienced Financial advisors for our client in Umhlanga.Achieved Wealth Management NQF 5 or 120 credits. Demonstrated commission average of R15 000.Show moreLast updated: 16 days ago
    • Promoted
    Financial Advisor

    Financial Advisor

    STRUCTURED WEALTH SOLUTIONS (PTY)LTDDurban, KwaZulu Natal, South Africa
    We’re Hiring : Financial Advisors! Earn a basic allowance + commission while helping people reach their financial goals! What’s in it for you? Basic allowance to get you started Unlimited earnin...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Business Financial Advisor

    Business Financial Advisor

    RMB Nigeria LimitedDurban, KwaZulu-Natal, South Africa
    Business Financial Advisor page is loaded## Business Financial Advisorlocations : Durbantime type : Full timeposted on : Posted Todaytime left to apply : End Date : November 9, 2025 (12 days lef...Show moreLast updated: 11 hours ago
    • Promoted
    Private Wealth Advisor

    Private Wealth Advisor

    FNB NamibiaDurban, KwaZulu-Natal, South Africa
    Private Wealth Advisor page is loaded## Private Wealth Advisorlocations : Durbanposted on : Posted Todaytime left to apply : End Date : October 31, 2025 (21 days left to apply)job requisition id : ...Show moreLast updated: 17 days ago