Financial Planner

Job Description

Requirements

• Grade 12 with a relevant diploma and life insurance certification
• Minimum 3 years of experience in life insurance sales
• FAIS compliant or actively working towards compliance
• Strong interpersonal and communication skills
• Passionate about helping clients achieve financial well-being

Responsibilities

• Provide appropriate risk and investment advice to clients in line with FAIS compliance requirements
• Deliver proactive, innovative, and tailored financial solutions that exceed customer expectations
• Achieve sales targets by identifying opportunities and converting leads into long-term client relationships
• Ensure all new business applications are processed within defined timelines
• Build and maintain collaborative relationships with peers and stakeholders to drive productivity
• Identify cross-sell opportunities and forward leads to relevant product houses
• Assist clients in formulating proposals using the correct tools and processes
• Continuously assess performance, seek feedback, and pursue relevant training
• Liaise with clients and insurance companies to find the best deals for insurance cover
• Actively promote products to increase profitability