Hybrid Senior Financial Advisor role in Kimberley focused on insurance products, financial planning, and explicit client communication. Serve clients remotely and in office.
This senior position provides comprehensive financial planning and insurance solutions for individual and corporate clients. You will assess needs, recommend life insurance, annuities, investment linked products, and risk management strategies. The work also includes portfolio management and regulatory compliance.
Key Responsibilities:
Conduct financial needs analysis for individual and corporate clients
Develop personalized financial and insurance plans
Advise on risk management and wealth preservation
Manage client portfolios and pursue retention
Collaborate with internal specialists on holistic solutions
Requirements:
Relevant financial planning qualification, such as CFP
Minimum five years as a Financial Advisor
Solid insurance and investment product experience
Proficiency in financial planning software and CRM systems
Valid driver's license and Kimberley travel willingness
Apply financial acumen, insurance expertise, and relationship management to serve Kimberley clients in this hybrid advisory role.