Insurance Solutions Advisor
4 days ago
We are looking for a highly motivated Insurance Solutions Advisor to join our team at Future Careers. The successful candidate will be responsible for helping clients achieve their financial goals through expert insurance advice.
About the RoleThis is an exciting opportunity for someone who is passionate about finance and insurance. As a Financial Advisor, you will work closely with clients to understand their financial needs and develop tailored solutions.
Key Responsibilities- Conduct thorough financial analysis to identify clients' goals and objectives.
- Develop and implement customised insurance plans to meet clients' short and long-term goals.
- Provide ongoing support and guidance to clients, reviewing their insurance plans regularly and adjusting as needed.
- Build and maintain strong relationships with clients through proactive communication and exceptional service.
- Stay informed about industry trends and regulations, continuously enhancing your knowledge and skills to better serve clients.
- Matric certificate.
- Own vehicle.
- RE5 + Full FAIS credits (or nearly completed credits).
- At least 2 years of field sales experience.
- At least 2 years of selling Long-Term Insurance.
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Insurance Policy Advisor Specialist
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Insurance Advisor Vacancy
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Financial Advisor
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