Insurance Broker

CareerCare-SA; Pretoria; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider is seeking a dynamic Insurance Broker to develop and manage a portfolio of clients in Pretoria. The ideal candidate will provide expert risk advice and tailored insurance solutions, ensuring compliance with regulatory requirements. A proven track record in client retention and business development is essential. This role offers a unique opportunity to thrive in a client-centric environment with significant growth potential.

Qualifications

• FAIS Accredited and registered as a Representative.
• 3+ years experience as a qualified Insurance Broker.
• In-depth knowledge of South African insurance regulations.

Responsibilities

• Prospect and acquire new clients through various channels.
• Conduct detailed needs analyses and risk assessments.
• Provide tailored advice on insurance products.
• Prepare and present professional insurance proposals.

Skills

Client relationship management

Risk assessment

Business development

Regulatory compliance knowledge

Education

FAIS Accredited (NQF 5)

RE 5 and RE 1 examinations

Job description

Insurance Broker job vacancy in Menlyn, Pretoria.

A leading financial services provider offering a comprehensive range of insurance and investment solutions.

The company is renowned for its client-centric approach and innovative products designed to meet diverse financial needs.

We are seeking a dynamic and results-driven Insurance Broker to develop and manage a portfolio of clients.

The ideal candidate will be responsible for providing expert risk advice, tailoring insurance solutions, and building long-term client relationships.

Duties and Responsibilities:

• Prospect and acquire new clients through various channels
• Conduct detailed needs analyses and risk assessments
• Provide tailored advice on short-term and long-term insurance products
• Prepare and present professional insurance proposals to clients
• Maintain and grow long-term relationships with an existing client portfolio
• Ensure full compliance with FAIS and FSCA regulatory requirements

Requirements:

• FAIS Accredited (NQF 5) and registered as a Representative
• RE 5 and RE 1 examinations successfully completed
• 3+ years experience as a qualified Insurance Broker
• Proven track record in business development and client retention
• In-depth knowledge of South African insurance regulations
• Own vehicle and valid driver’s license