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Financial Advisor – Life Insurance & Investment Specialist

PWM NW Financial Services

📍 North West • Klerksdorp

Job Type

💼 Full time

Salary

💰 R25,000.00 - R28,000.00 (Negotiable)

PWM North West is looking for a motivated Financial Advisor to join our team, specialising in Life Insurance and Investment products. This position is ideal for someone who enjoys working with clients to build long-term financial plans and help them grow and protect their wealth. *What We Offer*

In-house training and ongoing support

Access to leading life insurance and investment providers

Opportunity to build and grow your own client portfolio

Supportive and professional team environment

If you are passionate about helping clients build financial security and long-term wealth, we would love to hear from you.

Previous experience in life insurance or investments will be beneficial

Strong communication and relationship-building skills

Professional and client-focused approach

Self-motivated and goal driven

Passion for helping clients achieve their financial goals

Provide financial advice on life insurance, retirement planning, and investment products

Conduct financial needs analysis with new and existing clients

Assist clients with investment planning and long-term wealth strategies

Review existing policies and investment portfolios to identify improvements

Maintain strong client relationships through ongoing financial reviews and service

Ensure compliance with financial advisory regulations and best practices