Location
kloof
Job Type
Full-time
Posted
June 23, 2026
Job Description
Managing all aspects of a Personal portfolio
Managing all aspects of existing client portfolio's, ensuring that all insurance requirements are identified ahead of time and met timeously
Growing volume of business with existing client base
Learning and understanding a wide variety of personal insurance products
Keeping up to date with current legislation and industry trends
Proficient in administration
Communicating with clients and insurance companies
Experience with Short Term Insurance products
Key performance areas:
Client assessment and issue of policies
Policy maintenance
Client Service
Retentions
Qualifications and experience:
Matric
FAIS Compliant (120 - 150 FAIS Credits)
Regulatory Exam (RE5) - must be completed
NQF level 4 or NQF level 5 in Wealth Management | Insurance
2 - 4 years short term insurance and underwriting experience essential
Bachelors Degree is highly advantageous
Must have own reliable vehicle and vali...
Managing all aspects of existing client portfolio's, ensuring that all insurance requirements are identified ahead of time and met timeously
Growing volume of business with existing client base
Learning and understanding a wide variety of personal insurance products
Keeping up to date with current legislation and industry trends
Proficient in administration
Communicating with clients and insurance companies
Experience with Short Term Insurance products
Key performance areas:
Client assessment and issue of policies
Policy maintenance
Client Service
Retentions
Qualifications and experience:
Matric
FAIS Compliant (120 - 150 FAIS Credits)
Regulatory Exam (RE5) - must be completed
NQF level 4 or NQF level 5 in Wealth Management | Insurance
2 - 4 years short term insurance and underwriting experience essential
Bachelors Degree is highly advantageous
Must have own reliable vehicle and vali...