Job Description
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.P
REQUIREMENTS:
EMPLOYMENT TYPE : Permanent
SECTOR : Wealth Management
BASIC SALARY : Market related
START DATE : A.S.A.P
REQUIREMENTS:
- 37+ 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 drivers license.
- Fluent in verbal and written Eng...