Financial Advisor - Long-Term Insurance
Location
cape town, western cape
Job Type
Full-time
Category
Audit, Taxes & Accounting
Posted
June 22, 2026
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...