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Financial advisor - long-term insurance

Company

Bowman Outsourcing

Location

cape town, western cape

Posted

June 26, 2026

Position Overview

About the job Financial Advisor - Long-Term Insurance

Location: Cape Town, South Africa

Job Description: We are seeking a skilled and motivated Financial Advisor specializing in long-term insurance to join our team in Cape Town. The ideal candidate will be responsible for providing expert financial advice and guidance to clients, focusing on long-term insurance products and solutions. Key Responsibilities Conduct comprehensive financial needs analysis to understand clients' goals and objectives. Develop personalized financial plans and recommend suitable long-term insurance products based on client needs. Educate clients on the benefits and features of various insurance options, including life insurance, disability cover, and retirement annuities. Build and maintain strong client relationships through regular communication and proactive service. Stay updated on industry trends, regulations, and product changes to ensure accurate and informed client advice. Collaborate with ...

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