Senior Financial Advisor at Insurance Zone

Role Description

• The Senior Financial Advisor is a full-time, on-site role based in the City of Johannesburg. This role is responsible for advising individual and corporate clients on comprehensive financial planning, including insurance, investments, retirement, and employee benefits solutions aligned with regulatory requirements and client objectives.
• Day-to-day activities include meeting clients to assess financial needs, preparing and presenting tailored financial plans, reviewing existing portfolios, and recommending adjustments to support long-term goals. The Senior Financial Advisor will collaborate with internal teams and external partners, maintain accurate records, stay current on market trends and product developments, and ensure ongoing client relationship management and retention.
• The role also involves business development activities, such as identifying new prospects, networking with brokers and organizations, and contributing to the growth of Insurance Zone’s financial advisory services.

Qualifications

• Candidates should possess strong skills in Financial Planning and Financial Advisory to design and implement comprehensive, client-focused strategies.
• Candidates should possess solid Finance and Investments skills to analyze products, markets, and portfolios, and to provide suitable recommendations.
• Candidates should possess expertise in Retirement Planning to structure sustainable retirement solutions and long-term income strategies.
• Relevant professional qualifications, such as a bachelor’s degree in Finance, Economics, Accounting, or a related field, and appropriate regulatory certifications or licenses (e.g., FAIS-compliant) are required.
• Proven experience in a senior advisory role, preferably within insurance, employee benefits, or wealth management, and a strong track record of client acquisition and retention is beneficial.
• Excellent analytical, communication, and presentation skills, high ethical standards, and the ability to work both independently and collaboratively in a client-centric environment are essential.
• Familiarity with local regulatory frameworks, financial planning tools, and CRM systems, as well as the ability to operate effectively within a structured, compliance-focused organization, is advantageous.