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A life insurance client in South Africa is looking for a target-driven Financial Planner and Sales Consultant to give sound financial advice and build lasting customer relationships. This full-time role is open to newcomers: no previous experience is required, because training is provided.
About the company and the work
The position is offered through AtripleA recruitment & temps, which was established in 1999, for a client in the life insurance industry. The work centres on helping people understand financial options and choose plans that fit their needs, with an emphasis on honest advice and loyal, long-term relationships.
Role details and duties
- Provide sound financial advice to customers.
- Work in a target-driven sales role while building customer loyalty.
- Build and maintain relationships with clients and support team success.
- Work with ethical transparency in all dealings with customers.
- Plan and organise work, manage time well and stay dedicated to follow-up and service.
The role is based in South Africa and is full time, with a three-month probation period. The advert does not give a closing date, so apply promptly while the listing is live.
Requirements
- Matric (Senior Certificate).
- Must speak Afrikaans.
- A driver’s licence.
- People-orientated, target-driven and a polished communicator.
- No previous experience is required; training is provided and certification by the FSB is included.
Where to find and apply safely
This opportunity is listed on JobMail, and the Apply button on this page links to the original listing. Apply only through that original JobMail advert, and be wary of anyone asking you for payment to apply for a job.
Practical tips
- Show that you enjoy working with people and can explain financial options clearly and patiently.
- Give examples of meeting a target, keeping promises to customers or working well in a team.
- Be ready to discuss your Afrikaans communication skills and your driver’s licence.
- Ask about the training and certification path so you understand what the probation period involves.
How the process works
Use the Apply button to reach the original JobMail listing and follow its application instructions there. Keep your CV focused on communication, customer service and any sales or target-based experience, even from informal or part-time work.
Important information
This page is informational only. It summarises a third-party job advert and does not guarantee employment, an interview or any salary. Always check the original advert for the full details before you apply.
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