Job Details
Job Description
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Employee Benefits & Insurance Assistant
Our client is looking for a reliable and energetic Investment & Insurance Consultant to join their team. This individual will be responsible for providing investment and insurance advice to both individual and corporate clients, as well as managing investment portfolios and insurance policies.
More about the company:
The company is an established financial advisory firm specializing in comprehensive financial planning and portfolio management. Their team of certified financial planners offers a collaborative and systematic approach to financial planning, helping clients achieve their financial goals with clarity and confidence. As an independent firm that does not rely on commissions or referral fees, clients can be assured they receive objective and impartial advice. The company places a strong emphasis on ethics, with a commitment to always act in the best interest of the client. This makes them a trusted partner for individuals and families looking to secure their financial future.
📍 Location: Centurion
💰 Salary: R13,000 – R16,000
👉 Available Positions: 1
📈 Start Date: January 2026
🕗 Working Hours: Monday to Friday, 08:00 – 16:00
Responsibilities:
Investment Advice: Provide investment advice and assist clients in managing their investment portfolios.
Insurance Advice: Help clients choose and manage insurance policies to ensure their financial security.
Client Management: Build and maintain strong relationships with clients through proactive follow-up and advice.
Portfolio Management: Monitor and manage clients’ investment portfolios, ensuring they meet regulations and objectives.
Regulatory Compliance: Ensure all activities comply with relevant regulations and legislation in the insurance and investment industry.
New Business Acquisition: Identify new business opportunities and bring new clients on board.
Requirements:
Matric certificate
Minimum 3 years’ experience in insurance administration
Strong knowledge of investment products and insurance policies
Experience with platforms such as Old Mutual, Sanlam, Liberty, etc.
Strong computer skills and knowledge of MS Office
Own transport and a valid driver’s license
Strong interpersonal skills and the ability to build strong client relationships
RE5 and "Class of Business" training is a benefit
Are you passionate about people, processes, and delivering excellent service? Apply now – we’d love to meet you! 🚀
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Werknemersvoordele & Versekeringsassistant
Ons klient is op soek na ‘n betroubare en energieke Belegging & Versekering Konsultant om by hulle span aan te sluit. Hierdie persoon sal verantwoordelik wees vir die verskaffing van beleggings- en versekeringsadvies aan individue en korporatiewe kliënte, asook die bestuur van beleggingsportefeuljes en versekeringspolisse
Meer oor die maatskappy:
Die maatskappy is 'n gevestigde finansiële adviesfirma wat spesialiseer in omvattende finansiële beplanning en portefeuljebestuur. Hulle span van gesertifiseerde finansiële beplanners bied 'n samewerkende en sistematiese benadering tot finansiële beplanning, wat kliënte help om hul finansiële doelwitte met duidelikheid en vertroue te bereik. As 'n onafhanklike firma wat nie op kommissies of verwysingsfooie staatmaak nie, kan kliënte gerus wees dat hulle objektiewe en onpartydige leiding ontvang. Die maatskappy fokus op etiek, met 'n sterk verbintenis om altyd in die beste belang van die kliënt op te tree. Dit maak hulle 'n betroubare vennoot vir individue en gesinne wat hul finansiële toekoms wil verseker.
📍 Ligging: Centurion
💰 Salaris: R13 000 – R16 000
👉 Beskikbare Posisies: 1
📈 Begindatum: Januarie 2026
🕗 Werkure: Maandag tot Vrydag, 08:00 – 16:00
Verantwoordelikhede:
Beleggingsadvies: Verskaf beleggingsadvies en help kliënte om beleggingsportefeuljes te bestuur.
Versekeringsadvies: Help kliënte met die keuse en bestuur van versekeringspolisse om hul finansiële veiligheid te verseker.
Kliëntbestuur: Bou en onderhou sterk verhoudings met kliënte deur proaktiewe opvolg en advies.
Bestuur van Beleggingsportefeuljes: Monitor en bestuur kliënte se beleggingsportefeuljes, verseker dat hulle voldoen aan regulasies en doelwitte.
Regulerende Nakoming: Verseker alle aktiwiteite voldoen aan relevante regulasies en wetgewing in die versekerings- en beleggingsbedryf.
Aansluitings van Nuwe Besigheid: Identifiseer nuwe besigheidsgeleenthede en sluit nuwe kliënte aan by die maatskappy.
Vereistes:
- Matrieksertifikaat
Minimum 3 jaar ervaring in versekeringsadministrasie
Goeie kennis van beleggingsprodukte en versekeringspolisse
Ervaring met platforms soos Old Mutual, Sanlam, Liberty, ens.
- Goeie rekenaarvaardighede en kennis van MS-Office
- Eie vervoer en geldige bestuurslisensie
Goeie interpersoonlike vaardighede en die vermoë om sterk kliëntverhoudings te bou
- Goeie sosiale- en telefoonetiket
RE5 en "Class of Business" opleiding is ‘n voordeel
Is jy passievol oor mense, prosesse, en die lewering van uitmuntende diens? Doen nou aansoek – ons wil jou graag ontmoet! 🚀
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