Company Description SureX Life is a financial services provider focused on making life, income, and family protection simple and accessible. The company helps individuals and families create practical protection plans that support them when life takes unexpected turns. SureX Life emphasizes trust, clarity, and straightforward advice, ensuring clients understand their coverage without jargon or pressure. The team is collaborative, supportive, and committed to listening first so that guidance is tailored to each client’s needs. SureX Life exists to simplify insurance and provide peace of mind in an unpredictable world.
Role Description The Financial Advisor role at SureX Life is a full-time hybrid position based in Roodepoort, with flexibility for some work from home. The Financial Advisor will meet with clients to understand their goals and risks, and design tailored financial protection plans covering life, income, and family needs. Day-to-day responsibilities include conducting financial and retirement planning assessments, recommending investment and insurance solutions, and providing clear explanations of products and policies. The role involves regularly reviewing client portfolios, updating plans as circumstances change, and maintaining accurate records and compliance with regulatory requirements. The Financial Advisor will collaborate with internal teams, participate in training and development, and contribute to a client-focused, supportive work environment.
Requirements:
*Matric
*Valid drivers license
*Own Vehicle
*Clear credit record
*Resides In Gauteng
Send CV'S to kaylang@surex.insure