דרושים Pension and Insurance Financial Advisor בתל אביב

Zashita.co.il is a leading Israeli insurance and pension advisory company, focused on serving the Russian-speaking community. Our mission is to provide transparent, reliable, and cost-effective solutions to protect our clients financial futures.

We’re building a unique “Trust-Tech” model — combining modern technology with deep financial expertise, led by our co-founder Yarik Morgan, whose YouTube channel is the #1 Russian-language source in Israel for insurance and finance.

As we enter a phase of rapid growth and digital transformation, we’re seeking driven individuals to grow with us and shape the future of the industry.

About the Role:

We are not just looking for a salesperson — we’re looking for a future expert and key member of our team.

In this role, you’ll handle Israel’s most impactful financial products: pension funds and life/health insurance. Your goal is not to “sell policies,” but to build long-term financial strategies and become a trusted advisor to each client.

Key Responsibilities:

• Conduct in-depth consultations with qualified warm & hot leads.
• Analyze clients’ financial situations and recommend optimal pension products (קופת גמל, קרן השתלמות) and life/health insurance plans.
• Accurately manage all deal stages using our CRM system.
• Consistently meet or exceed sales and service quality KPIs.
• Requirements:At least 1 year of experience in selling pension products and/or life & health insurance in Israel.
• Fluent in Russian, with strong command of Hebrew (spoken and written).
• Big Advantage:Possession of a valid Israeli Pension License (רישיון פנסיוני) or being in the final stage of obtaining it.

What We Offer:

• High-quality leads: A constant flow of warm & hot clients from webinars, YouTube, and targeted campaigns.
• Competitive base salary + performance-based bonuses, enabling high income within a short period.
• Professional development: Personal mentorship, regular training, and a clear career growth path.
• Modern tools: CRM, IP telephony with call recording, and everything you need to succeed.
• Supportive and ambitious team, led by a management team fully invested in your growth.

How to Apply:

Send us your CV along with a short cover letter highlighting your most significant sales achievement.