Insurance Expert

2 months ago


Centurion, Gauteng, South Africa Profession Hub Full time

Job Title: Financial Advisor

About the Role: We are seeking a skilled Financial Advisor to work with our clients, helping them understand their financial status and make informed decisions about their money.

Key Responsibilities:

  • Understand clients' financial needs and goals.
  • Analyse clients' expenses, income, insurance coverage, and financial objectives.
  • Advise clients on insurance coverage, investment planning, and cash management.
  • Prepare and interpret financial document summaries, investment performance reports, and income projections.
  • Manage and update clients' portfolios.
  • Communicate regularly with clients to stay up-to-date on their financial status.

Requirements and Qualifications:

  • Valid driver's license with own transport.
  • Aged 23+.
  • Knowledge of the insurance industry.
  • Proficient in Word, Excel, Outlook, and PowerPoint.
  • Sense of ownership and pride in your performance and its impact on the company's success.
  • Critical thinking and problem-solving skills.
  • Team player.
  • Good time-management skills.
  • Great interpersonal and communication skills.
  • Analytical thinking skills and the ability to assess clients' needs.
  • Excellent communication abilities, including writing, speaking, and active listening.
  • Effective sales, presentation, and customer service skills.
  • Good organisation and time management skills.


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