Financial Advisor / Insurance Sales Consultant Jobs in Windhoek

Field Sales Officer, Insurance Officer
Swakopmund
May 3, 2026
Full Time
Urgent
Apply Now

Job Description

Company: TYP Wealth PTY LTD
Location: Windhoek
Job Type: Full-Time
Industry: Financial Services / Insurance

1. Position Summary

The Financial Advisor / Insurance Sales Consultant is responsible for delivering client-focused financial and insurance solutions while achieving sales targets. The role involves building strong client relationships, identifying financial needs, and recommending suitable products in line with regulatory standards.

This is a remote-based, target-driven position suited for self-motivated individuals with strong sales and client service experience.

2. Key Responsibilities

A. Sales & Client Acquisition

  • Identify and engage potential clients through digital platforms and referrals
  • Promote and sell insurance and financial products
  • Achieve and exceed individual sales targets
  • Maintain a strong and active sales pipeline

B. Client Relationship Management

  • Build and maintain long-term client relationships
  • Provide professional financial advice tailored to client needs
  • Deliver excellent customer service and ongoing support
  • Handle client queries and resolve issues efficiently

C. Compliance & Administration

  • Ensure adherence to FAIS Fit and Proper requirements
  • Maintain accurate client records using CRM systems
  • Follow regulatory and company compliance procedures
  • Keep up to date with financial regulations and product knowledge

D. Reporting & Performance Tracking

  • Track sales performance and client interactions
  • Provide regular updates and reports to management
  • Monitor and improve conversion rates and client retention

3. Minimum Requirements

Education

  • Grade 12 (Matric) – essential
  • Post-matric qualification in Finance, Business, or related field – advantageous

Compliance

  • FAIS compliant (Fit and Proper requirements) – essential
  • RE5 Certification – advantageous / may be required

Experience

  • Previous experience in:
    • Insurance sales
    • Financial services
    • Client service roles
  • Proven track record of meeting or exceeding sales targets

4. Skills & Competencies

  • Strong communication, negotiation, and interpersonal skills
  • Tech-savvy with ability to use CRM systems and digital tools
  • Customer-focused mindset
  • Target-driven, resilient, and persistent
  • Ability to work independently and within a team
  • Strong organizational and time-management skills

5. Working Conditions

  • Fully remote role based in Mpumalanga
  • Performance-driven environment with sales targets
  • Flexible work structure with digital engagement tools

6. Career Growth Opportunities

  • Advancement within financial advisory or sales leadership roles
  • Opportunity to gain regulatory certifications (e.g., RE5 if not already obtained)
  • Exposure to broader financial planning and wealth management services

7. Application Process

Interested candidates should submit:

  • Updated CV
  • Relevant certifications (if available)

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