CERTIFIED FINANCIAL PLANNER / LIFE INSURANCE PROFESSIONAL

Minimum requirements: CFP qualification (Certified Financial Planner) Experience with Life Insurance Policies and policy structures Strong analytical and numerical skills comfortable working with financial data and calculations Computer literate ability to work with digital tools and financial software Excellent communication and interpersonal skills Strong administrative abilities and attention to detail Ability to work in a fast-paced, team-driven environment Network of Wealth Managers and firm would be beneficial Analyze life insurance policies to assess value, dependencies, and potential for acquisition Evaluate policy schedules and data to construct offers for purchasing policies Utilize technology and financial tools to perform calculations and build structured offers Communicate effectively with internal and external stakeholders regarding policy acquisitions Conduct administrative tasks related to policy assessments, documentation, and transactions including liaising with policy issuance companies Collaborate with the team to develop efficient workflows and optimize the settlement process Marketing & Sales of the product on various platforms including visits to Wealth Managers Consultant: Stephnie Taljaard - Dante Personnel Cape Town

Location: Boland / Winelands, ZA

Posted Date: 7/2/2025