Insurance Financial Advisor

Employer/Recruiter Name

Execz® Executive Placements

Website URL

Job Category

Skilled Full-Time

Job Title

Insurance Financial Advisor

Job Summary


Oberholzer, Carletonville



Permanent Position


Type of Business:  

Insurance Company



Commission Based


Key Responsibilities:


We are looking to hire a financial advisor to join our team. Will communicate with clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy.

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  • Matric
  • 3 – 5 years’ experience
  • Must have RE5
  • Must have NQF 4 qualifications.
  • They must have a book of +- R750 000 per annum
  • Well spoken
  • Strictly Must have Sales Experience in an Insurance Company


  • Manage operations and productivity at an insurance company.
  • Create and modify procedures and documents related to policies.
  • Assist in claims management.
  • Identify and analyze risks associated with policies.
  • Achieve target budgets.
  • Minimize risk of financial loss.
  • Obtain and oversee company insurance or related funds that management uses to cover costs such as disability benefits or lawsuits.
  • Direct information for claimants.
  • Preside over claims investigations.
  • Review insurance policies.
  • Manage insurance data for reports.
  • Analyze statistical data, such as mortality, accident, sickness, disability, and retirement rates and construct probability tables to forecast risk and liability for payment of future benefits
  • Determine premium rates.
  • Ascertain cash reserves necessary to ensure payment of future benefits.
  • Market research.
  • Market analysis.
  • Recruit and solicit clients.
  • Assess clients’ needs and goals.
  • Recommend strategies.
  • Execute strategies.
  • Monitor accounts.
  • Identify new opportunities

Additional Information

Job Location:

Oberholzer, Carletonville


R 1000

Closing Date:


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