Job Description
Role Overview: Financial Planner Long-term, Life Insurance The Financial Planner will be working in the Government sector selling appropriate life cover, together with estate planning. You will help individuals and families secure their financial future by providing tailored insurance solutions that protect against lifes uncertainties. This role blends financial advisory expertise with consultative sales to deliver peace of mind and long-term value to clients. Key Responsibilities Client Consultation : Assess clients financial goals, family needs, and risk exposure to recommend appropriate life insurance products. Solution Design : Present customized life insurance plans that align with clients income, liabilities, and long-term objectives. Education & Trust Building : Explain policy features, benefits, and terms clearly to help clients make informed decisions. Sales & Compliance : Drive sales through ethical practices while ensuring all regulatory and company standards are met. Ongoing Support : Maintain relationships with clients, review coverage needs periodically, and assist with claims or policy updates. Ideal Candidate Profile Strong interpersonal and communication skills Financial services experience will be an advantage, although full training will be provided. Goal-driven and self-motivated. Ability to build trust and deliver client-centric solutions This role is ideal for professionals who want to combine financial expertise with meaningful client impact , helping families protect what matters most. Experience in the Insurance industry is advantageous, although full training is provided . Excellent analytical , communication , and interpersonal skills . Ability to work independently and manage multiple client relationships. Matric Own vehicle with drivers license. Clear credit and criminal record. Laptop and cellphone.
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Job Details
Posted Date:
March 1, 2026
Job Type:
Retail
Location:
Company:
Ready to Apply?
Don't miss this opportunity! Apply now and join our team.