Financial Advisor

2 weeks ago


Sandton, South Africa Afrizan People Intelligence (PTY) LTD Full time

**Financial Advisor**

Do you have a passion for providing financial solutions and advice to clients? Are you an expert at identifying long-term risks and gaps in insurance and financial planning? If so, we have the perfect opportunity for you

We are seeking an experienced Financial Advisor to join our team. In this role, you will use a limited architecture framework to advise clients on their life assurance needs and provide sustainable broker practice solutions for their long-term insurance and financial planning needs. You will establish and maintain professional relationships with all stakeholders, including clients, bank personnel, product providers, and adviser support staff.

**Key responsibilities**:

- Receive leads from the bank staff and assess the client's portfolio to identify possible gaps for which solutions can be formulated.
- Follow all the steps in the designated client engagement process as specified by the client.
- Meet sales and/or growth targets by identifying clients to approach/contact during a particular period.
- Conduct a comprehensive risk evaluation for the client by making use of the Financial Needs Analysis tool.
- Discuss various possible solutions and options available with the client and recommend the most appropriate solution(s) to address any gaps.
- Generate and discuss the appropriate solution in writing (quotation) with the client and complete the necessary product proposal forms.
- Review the client's portfolio once a year and contact the client on a regular basis to discuss potential enhancements and revisions to their insurance and/or investments portfolio and identify new business opportunities.
- Ensure that staff members have a clear understanding of their roles and responsibilities within the practice.

**Requirements**:

- At least 3 years of experience as a financial advisor.
- Excellent communication and interpersonal skills.
- The ability to meet sales and/or growth targets.
- A valid driver's license.

**Education Required**:

- NQF - Level 4
- 60 FAIS credits at NQF Level 5
- RE5
- CFP or Equivalent
- Higher certificate in Insurance
- NQF 120 credits full Qualification, Level 5.
- Membership of a professional association e.g. LUASA (Life Underwriting Association of South Africa), Financial Planning Institute (FPI)

Ability to commute/relocate:

- Sandton, Gauteng: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- Life Insurance: 2 years (required)
- Financial advisor: 3 years (required)

License/Certification:

- RE5 Qualification (required)
- Class of Business (Completed) (required)


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