Financial Advisor - Long-Term Insurance

About the job Financial Advisor - Long-Term Insurance

Location: Cape Town, South Africa

Job Description: We are seeking a skilled and motivated Financial Advisor specializing in long-term insurance to join our team in Cape Town. The ideal candidate will be responsible for providing expert financial advice and guidance to clients, focusing on long-term insurance products and solutions.

Key Responsibilities

• Conduct comprehensive financial needs analysis to understand clients' goals and objectives.
• Develop personalized financial plans and recommend suitable long-term insurance products based on client needs.
• Educate clients on the benefits and features of various insurance options, including life insurance, disability cover, and retirement annuities.
• Build and maintain strong client relationships through regular communication and proactive service.
• Stay updated on industry trends, regula...