Manager, Insurance Wealth

Standard Bank; Johannesburg; On-site; ZAR 30 000 - 50 000; Full time

Job summary

A leading financial institution in Johannesburg is seeking a professional to secure new personal insurance customers. The role includes providing tailored insurance solutions and ensuring excellent customer service, while maintaining a high level of professionalism. Candidates must have at least 5 years of experience in personal short-term insurance and excellent communication skills. The position also mandates compliance with relevant industry exams and regulations.

Qualifications

• Minimum 5 years working experience in personal short-term insurance.
• Experience as Servicing/Sales Agent, Broker, or Insurer.
• Must have passed FAIS exams with min 60 credits.

Responsibilities

• Source and secure new HNW individual personal insurance customers.
• Provide a comprehensive array of customized insurance solutions.
• Ensure excellent customer experience and handle policy management.

Skills

Sales and negotiation skills

Excellent verbal and written communication skills

Sound knowledge of personal insurance

Maven system knowledge

Education

Grade 12/Matric Certificate

Higher Certificate in Short-term Insurance

Undergraduate degree in Risk, Finance, or Insurance

Job description

Job Overview

Business Segment: Insurance & Asset Management
Location: ZA, undefined, Johannesburg, Adderley Street
Job Type: Full-time
Job Ref ID: 80445278A-0001
Date Posted: 1/19/2026

Job Description

To source and secure new HNW individual Personal Insurance customers.
The role will require a face to face interaction with high net worth customer market which always requires professional conduct.
Providing a comprehensive array of customised Insurance solutions tailored to meet these customer’s needs.
Offer continuous, close, professional and personal attention service to newly acquired and existing customers by assisting and administering the customer’s policy.
Ensure all short-term insurance needs in terms of assisting with claims, cover required, and annual renewal of the policy is provided to the customer on a personal, professional and efficient manner.
Always ensure an excellent customer experience and ensure the six Treating Customer Fairly outcomes dictate behaviour, engagement action and advice given to customer.
The position will require frequent travelling to meet with existing and potential clients and be able to works independently in the absence of supervision / assistance.
When required, visits, delivers (and/or collects) documents and relevant information from HNW customers’ homes or offices at the convenience of the customer.

Qualifications

Type of Qualification

• Minimum qualification – Grade 12/Matric Certificate
• Full Qualification as recognised by the Registrar
• Fit and Proper - FSCA
• Higher Certificate Short-term Insurance
• Relevant business-related tertiary qualification e.g. BA degree/qualification is an advantage
• Undergraduate degree, or similar [majors in Risk, Finance, Insurance an advantage] and/or
• Postgraduate or professional qualification in risk and relevant experience an advantage
• Be prepared to write KI examination should this be required
• Must have passed FAIS exams min 60 credits – qualification and experience as determined by “Fit and Proper Requirements” of the FAIS legislation.

Experience Required

• Experience as determined by FAIS legislation. A minimum of 5 years previous working experience in a personal short-term insurance (commercial experience would be an advantage) either as a Servicing/Sales Agent, Broker or Insurer. Bancassurance experience preferable.
• Sound knowledge of personal insurance offering, procedures and products.
• A good working knowledge of FAIS and FICA legislation.
• Maven system knowledge would be advantageous
• Sales and negotiation skills.
• Excellent verbal and written communication skills
• Previous portfolio Insurance relationship management experience (5 years in total) as an Account Executive/Insurance Manager managing a portfolio of HNW customers in the personal short-term insurance environment is preferable.
• A minimum of 5 years previous working experience in Short term insurance. Preferable in a sales, servicing, personal portfolio management position. Practical exposure to banking principles and to establish credible relationships.

Additional Information

Behavioural Competencies

• Adopting Practical Approaches
• Documenting Facts
• Empowering Individuals
• Examining Information
• Exploring Possibilities
• Following Procedures
• Impressing People
• Interacting with People
• Pursuing Goals
• Team Working
• Understanding People
• Valuing Individuals

Technical Competencies

• Insurance Principles
• Cross and Up-Selling
• Customer Understanding ( Consumer Banking)
• Financial Analysis
• Mind of Customer Experience
• Product Knowledge (Consumer Banking)

Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on [phone] or [e-mail]