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Financial Advisor - Short Term Insurance
PWM NW Financial Services
📍 North West • Klerksdorp
Job Type
💼 Full time
Salary
💰 R30,000.00 - R40,000.00 (Negotiable)
Finance & Banking
Job Description
PWM North West is looking for a motivated and professional Financial Advisor to join our growing team, specialising in Short Term Insurance. This role is ideal for someone who enjoys working with clients, identifying their insurance needs, and providing tailored solutions to protect their assets.
Requirements
Previous experience in short term insurance will be beneficial
Strong communication and interpersonal skills
Self-motivated and goal driven
Professional and client-focused approach
Ability to build and maintain long-term client relationships
Strong communication and interpersonal skills
Self-motivated and goal driven
Professional and client-focused approach
Ability to build and maintain long-term client relationships
Responsibilities
Advise clients on short term insurance products including personal and commercial cover
Conduct client needs analysis and risk assessments
Provide quotes and compare products from multiple insurers
Assist clients with policy applications, amendments, and renewals
Maintain strong relationships with clients through ongoing service and support
Work closely with the internal team to ensure efficient processing and administration
Conduct client needs analysis and risk assessments
Provide quotes and compare products from multiple insurers
Assist clients with policy applications, amendments, and renewals
Maintain strong relationships with clients through ongoing service and support
Work closely with the internal team to ensure efficient processing and administration
Posted: 09 Mar 2026 • Views: 26 • Applications: 2