Financial Advisor

2 weeks ago

Cape Town, South Africa Bowman Outsourcing Full time

Job Title : 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. Key Responsibilities 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. Requirements 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. #J-18808-Ljbffr

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