Insurance Sales Professional

5 days ago


Centurion, Gauteng, South Africa HuntWave Full time
About the Role

HuntWave is seeking an experienced Financial Planning Advisor to join our team. In this role, you will work closely with clients to develop and implement personalized financial plans that meet their unique needs and goals.

Key Responsibilities:
  • Conduct comprehensive financial needs analyses to identify areas for improvement and develop tailored recommendations.
  • Design and deliver risk insurance solutions that align with clients' financial objectives and risk tolerance.
  • Monitor client progress and adjust plans as needed to ensure they remain on track to meet their financial goals.
  • Maintain accurate records of client interactions, sales data, and relevant actions on company systems.
Requirements:
  1. At least 3 years of experience in the financial planning industry with a proven track record of success.
  2. Familiarity with FAIS-compliant qualifications and regulatory requirements.
  3. Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable insights.
  4. A commitment to ongoing professional development and staying up-to-date with industry trends and legislative changes.


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