Insurance jobs in South Africa

Support the sale of CFM's retail products through linked product providers, broker consultants, and financial advisers.

1. Conduct client visits and virtual interactions, including presentations to groups of clients and broker networks, sometimes accompanied by a portfolio manager. Servicing a client base in Johannesburg and surrounding areas within Gauteng (East Rand, West Rand, Vaal Triangle, etc.).
2. Prepare regular communication to clients, including reporting and explaining performance.
3. Grow assets from existing clients and identify new business opportunities for CFM.
4. Manage and communicate with client accounts, starting with a varied client base and expanding over time.
5. Proactively analyze clients' businesses to determine the suitability of Coronation funds for their needs.
6. Stay updated on industry, competitor trends, and investment markets to engage clients on current topics.
7. Maintain and update the client database effectively using the MIS system.

• Minimum 6-8 years of work experience, preferably within asset management, IFA, insurance, or linked product markets. All related experience will be considered.

• Related tertiary qualifications in commerce or law are essential.
• CFP qualification is an advantage and required if appointed.
• Strong presentation skills, capable of presenting to IFAs and end investors.
• Good negotiation skills and ability to build and manage business relationships.
• Effective networking abilities.
• Ability to service Afrikaans-speaking IFAs and clients.
• Proficiency in MS Office and virtual communication platforms (MS Teams, Zoom). Experience with client databases is advantageous.

Coronation is committed to achieving its transformation goals as outlined in the company's Employment Equity Plan. Preference will be given to candidates from under-represented groups.