Insurance Financial Advisor

COVRD City of Johannesburg, Gauteng, South Africa

COVRD is a boutique life insurance broker offering bespoke advice to residential clients and business owners across the UK. Our focus is on providing tailored insurance solutions to meet the unique needs of each client. We pride ourselves on our personalized service and expert knowledge in the insurance industry.

Role Description

This is a full-time remote role for an Insurance Financial Advisor.

The Insurance Financial Advisor will be responsible for providing expert financial planning, retirement planning, and insurance advice to clients. Day-to-day tasks include:

1. Assessing clients' financial needs
2. Developing customized investment strategies
3. Managing client portfolios

The role requires maintaining up-to-date knowledge of financial products and regulatory requirements, as well as building and maintaining strong client relationships.

Qualifications

1. Financial Planning, Retirement Planning, and Investments skills
2. Comprehensive knowledge of Insurance and Finance
3. Strong analytical and problem-solving abilities
4. Excellent communication and interpersonal skills
5. Ability to work independently and remotely
6. Relevant certifications or licenses (e.g., CFA, CFP, or equivalent) are preferred
7. 3 to 5 years' experience in providing bespoke financial advice and services

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Finance and Sales