Financial Advisor

3 weeks ago


Centurion, Gauteng, South Africa Profession Hub Full time
Job Title: Insurance Industry Specialist

We are seeking a highly skilled Insurance Industry Specialist to join our team at Profession Hub. This is an excellent opportunity for individuals who are passionate about helping clients achieve their financial goals.

About the Role:

  • Analyzing clients' financial status and providing expert guidance on different insurance services and products.
  • Creating customized financial plans to help clients understand the value of making wise financial decisions.
  • Developing strong relationships with clients and staying up-to-date with 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

Duties and Responsibilities:

  • Understanding clients' financial needs.
  • Determining clients' expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance.
  • Answering clients' questions and addressing concerns
  • Advising clients about insurance coverage, investment planning, cash management, or any other areas that can help them reach their financial goals.
  • Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
  • Managing and regularly updating clients' portfolios.
  • Continuous communication with clients to stay up-to-date with their financial status.
  • Building and maintaining your client base.

The estimated salary for this role is $60,000 - $80,000 per annum, depending on experience and qualifications. We offer a competitive benefits package, including health insurance, retirement plan, and opportunities for career growth and development.



  • Centurion, Gauteng, South Africa Quality Select Recruitment Full time

    We are seeking a highly motivated and detail-oriented Financial Planning Professional to join our team at Quality Select Recruitment. This role will provide technical support to Financial Advisors, delivering exceptional client service and contributing to the overall success of our organization.The ideal candidate will possess a strong understanding of...


  • Centurion, Gauteng, South Africa Quality Select Recruitment Full time

    Join a well-established Financial Services Provider Firm based in Centurion, as a Paraplanner/Client Services Associate. This role will provide technical support to Financial Advisors and deliver exceptional client service, contributing to the overall success of the firm.About the RoleWe are seeking a motivated individual to join our team starting on 8...


  • Centurion, Gauteng, South Africa Flink Recruitment Full time

    About the RoleThis is a permanent position with a 3-month probation period. The salary is R25,000 per month plus possible incentives.Job DescriptionWe are seeking an experienced administrator to join our team in Gauteng, Centurion. The successful candidate will be responsible for generating and managing client investment statements, providing prompt and...


  • Centurion, Gauteng, South Africa Network Recruitment Full time

    About the Role: We are seeking a talented Junior Accountant to join our team in Pretoria.Job Description:The successful candidate will be responsible for preparing monthly management reports, reviewing annual financial statements, and reconciling balance sheet accounts. They will also be required to assist in other financial tasks as needed.Key...


  • Centurion, Gauteng, South Africa Flink Recruitment Full time

    Company OverviewFlink Recruitment is a leading recruitment agency in South Africa, dedicated to providing top talent to various industries.Job SummaryWe are seeking an experienced Financial Services Coordinator to join our team in Centurion, Gauteng. As a key member of our operations team, you will be responsible for managing client investment statements,...


  • Centurion, Gauteng, South Africa Profession Hub Full time

    At Profession Hub, we are seeking a highly skilled Financial Advisor to join our team. As a key member of our organization, you will play a vital role in helping our clients achieve financial freedom through expert guidance and personalized support.The ideal candidate will have a strong understanding of the insurance industry and be able to analyze clients'...


  • Centurion, Gauteng, South Africa Flink Recruitment Full time

    Job DescriptionWe are seeking a highly skilled Financial Services Professional to join our team in Centurion, Gauteng.Key Responsibilities:Generate and manage client investment statements with precision.Provide prompt and professional after-sales service, addressing inquiries effectively.Process withdrawals, death claims, and maturities with attention to...


  • Centurion, Gauteng, South Africa Profession Hub Full time

    As a Financial Advisor at Profession Hub, you will play a crucial role in helping clients achieve their financial goals. We are seeking a highly skilled professional who is passionate about delivering exceptional results and building strong relationships with clients.About the Role:Analyzing clients' financial status and providing expert guidance on...


  • Centurion, Gauteng, South Africa The Recruitment Council Full time

    Job Opportunity:The Recruitment Council is seeking an accomplished Sales Manager to spearhead our team of Financial Advisers. This is a dynamic role that offers the chance to shape business outcomes, foster a high-performing team, and deliver exceptional client experiences.Main Responsibilities:Leadership and Guidance: Inspire and direct a team of Financial...

  • Financial Advisor

    5 days ago


    Centurion, South Africa Dante Personnel Full time

    Gauteng, Centurion - Commission Only Financial Advisory Firm focusing on Long Term Insurance products, is looking for an established Financial Advisor to join their team, based in Centurion **Minimum requirements**: - Matric is required - Tertiary qualification in Financial Management or the equivalent will be beneficial - RE5 certification will be...

  • Financial Advisor

    2 months ago


    Centurion, South Africa Profession Hub Full time

    My client is looking for Financial Advisors for both Short- and Longterm Insurance.As a Financial Advisor, the main objective is to analyse clients' financial status, provide expert guidance on different financial services and products, and create customised financial plans.Join them to help their clients understand the value of making wise financial...

  • Financial Advisor

    2 months ago


    Centurion, South Africa Profession Hub Full time

    My client is looking for Financial Advisors for both Short- and Longterm Insurance. As a Financial Advisor, the main objective is to analyse clients' financial status, provide expert guidance on different financial services and products, and create customised financial plans. Join them to help their clients understand the value of making wise financial...


  • Centurion, South Africa Pro-Match Recruitment Full time

    **Job title: Personal Assistant to Financial Advisor** **Reporting to: Financial Advisor** **Terms: full-time** **Location: Pretoria/Centurion** Key responsibilities & duties The ideal individual must have strong administrative, planning, and organizational skills. Detail orientated, structured, have good communications skills and the ability to...


  • Centurion, South Africa SydSen Recruit Full time

    Gauteng, Centurion - Negotiable (Negotiable) Senior Independent Financial Advisor - Centurion, Pretoria A well established company in Pretoria is looking for a **Senior Independent Financial Advisor **to join our awesome team. **Duties and Responsibilities**: - Build and deepens relationships by providing a high-quality client experience in all...

  • Financial Advisor

    4 days ago


    Centurion, South Africa Lanam Consulting Full time

    **Job Title**: Financial advisors **Reports to**: Sales Team Leader **Contract Type**: Full Time - Independent contractor **Expected start date**: April **Monthly salary**: commission only (commission advance for the first three months) Key Responsibilities - Understand client’s needs and financial objectives - Provide full support and solutions to...


  • Centurion, South Africa Sydsen Full time

    A well established company in Pretoria is looking for a **Senior Independent Financial Advisor **to join our awesome team. **Duties and Responsibilities**: - Build and deepens relationships by providing a high-quality client experience in all interactions. - Promote financial products offered by the various product providers - Obtain and review clients...


  • Centurion, South Africa Health Solutions Full time

    **Introduction** Momentum, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation and create value through unique insights of how to achieve specific outcomes by using a defined set...


  • Centurion, South Africa Health Solutions Full time

    **Introduction** - Momentum, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation and create value through unique insights of how to achieve specific outcomes by using a defined...

  • Financial Advisors

    7 months ago


    Centurion, South Africa Ikusasa Recruitment Group Full time

    We are looking for Financia Advisors for the insurance industry Personal and Commercial lines who are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down Business Development Consultants for motor and household domestic insurance. Basic R...

  • Transaction Advisor

    1 week ago


    Centurion, South Africa Dynexity Full time

    My client - a leader in Financial Advisory is looking for a Transaction Advisor to join their team. Must have relevant Bachelors Degree (Finance/Chartered Accountant or relevant Engineering) with minimum 5 years experience in Project Finance environment -having worked on Energy /Mining/ infrastructure /Real Estate projects. Required capability in conducting...

  • Financial Consultant

    7 months ago


    Centurion, South Africa Ikusasa Recruitment Group Full time

    Our clients are looking for financial advisors to sell the short-term insurance products in personal lines with an extensive knowledge of the Short-Term Insurance Industry No Descaling Basic You must have strong lead generation skills. Do 45 quotes a month. Be able to sell to clients face to face and do face to face Presentations. Be able to do 5...


  • Centurion, South Africa OUTLife Full time

    Company Description OUTsurance is a customer-centric and dynamic financial services company with a global foot print and a proud history of innovation. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other...

  • Financial Advisor

    7 months ago


    Centurion, South Africa Ikusasa Recruitment Group Full time

    **Job description**: Our client is looking for a financial advisor to sell short term insurances for personal lines and do customer service Basic R20000-00 (no descaling ) plus commission plus Medical Aid, Incentives plus 13th Cheque **Responsibilities**: - Selling of insurance products specialising in commercial and personal lines - Advising clients on...


  • Centurion, South Africa Ikusasa Recruitment Group Full time

    We looking for Financial Advisors for commercial lines for short term insurances - Who are expected to generate their own leads - Reach targets - Maintain your leads generation matrix - Close the deal - Meet continuing professional development objectives as required by the industry Keep up to date and fully informed on product comparisons with opposition...


  • Centurion, South Africa Ikusasa Recruitment Group Full time

    Commercial Financial Advisors who are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insurance. Commercial Financial Advisors will be expected to source leads and achieve sales targets primarily on Commercial Insurance. Basic R...

  • Retentions Advisor

    7 months ago


    Centurion, South Africa Momentum Insure Company Limited Full time

    **Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,...


  • Centurion, South Africa Momentum Corporate Full time

    **Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our others specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,...

  • Client Care Advisor

    7 months ago


    Centurion, South Africa Momentum Insure Company Limited Full time

    **Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,...


  • Centurion, South Africa OUTVest Full time

    Company Description OUTvest is a new generation online investment advisory service for retail clients and we seek a passionate individual to work within our dynamic Investment Sales team, as an investment sales specialist. This role is suitable for someone who wants the opportunity to redefine and revolutionise the role of investment sales in the eyes of...