Position DescriptionApply Now
A recent professional profile photo is to accompany your application EMPLOYMENT TYPE : Permanent SECTOR : Wealth Management BASIC SALARY : Market related
START DATE : A. S. A. PREQUIREMENTS3–7+ years’ experience in risk insurance or financial services. Grade 12 (Matric). Relevant financial qualification (e.g., CFP or NQF-aligned qualification). FAIS compliant for providing risk advice. Product accreditation with major life insurers (or willingness or ability to obtain). Proven experience in advising on and servicing life risk products. Proficient in Microsoft Office. Computer literate and technologically savvy. Experience working with a CRM system (e.g., XPlan). Valid driver’s license. Fluent in verbal and written English and Afrikaans. Strong technical knowledge of risk products and structuring. Excellent client relationship management and communication skills. High attention to detail with strong administrative accuracy. Ability to work independently and within a team. Strong compliance awareness and commitment to ethical standard
DUTIES
Client Servicing & Relationship ManagementTake ownership of an allocated portfolio of risk clients. Provide ongoing policy servicing, including reviews, amendments, and claims support. Ensure all clients are serviced in accordance with FAIS requirements. Act as the primary point of contact for all risk-related client queries.
Risk Advice & Policy StructuringProvide appropriate risk advice across life, disability, severe illness, and income protection products. Conduct needs analyses and ensures suitable product recommendations. Assist Wealth Advisors and Wealth Specialists with risk planning for their clients. Identify gaps in client cover and recommend appropriate solutions.
Integration of Merger BusinessAssist with the onboarding and integration of risk books from merger partners. Review existing policies to ensure relevance, competitiveness, and compliance. Engage with clients from acquired books to establish ongoing relationships.
Insurer & Stakeholder EngagementLiaise with life insurers regarding underwriting, policy servicing, and claims. Maintain strong relationships with key product providers. Ensure accreditation requirements with relevant insurers are maintained.
Compliance & AdministrationEnsure all advice and servicing activities comply with FAIS and internal compliance standards. Maintain accurate and up-to-date client records on Xplan or relevant CRM systems. Assist with audit requirements and provide necessary documentation when required.
Business Development & GrowthIdentify opportunities to grow the risk book within the existing client base. Support Wealth Advisors in cross-selling risk solutions. HOURS: Monday to Friday: 08:00 – 17:00Should you meet all the requirements, apply on our website at
APPLICATION INFORMATION
-
Make sure you are logged in and your email is verified (Register if you dont have an account).
-
Click the Apply Now button above.
-
Your default email application or application link will open.
-
Attach your Application letter, updated Curriculum Vitae (CV) and any supporting documents required.
-
Use a professional subject line such as Application for "Indicate Position"
-
Send your application before the closing date.
Note: Only shortlisted candidates are contacted.
