Financial Advisor - Randburg

Main Purpose of Job:
Versatile and client-focused insurance professional with solid experience across both
Long-term and Short-term insurance sectors. Holds INSETA-accredited qualifications in
life, disability, funeral, motor, property, and liability cover, and is fully FAIS compliant with
RE5 certification. Demonstrates a strong understanding of policy administration, claims
processing, underwriting support, and regulatory compliance. Known for delivering
ethical, empathetic service and building lasting client relationships. Adept at navigating
both personal and commercial insurance environments, with a commitment to
continuous learning and professional growth.

Direct Reporting Line: Broker Principal or other designated reporting line.
Direct / Indirect reports to this position: 1-5 years.

Experience required:
-Entry-Level Roles (0–2 Years Experience)
-Mid-Level Roles (2–3 Years Experience)
-Senior Roles (3–5+ Years Experience)

Qualifications Required
-National Certification (NQF Level 4/5 & above)
-RE5 Regulatory Exam
-Class of Business (COB) Certification
-FAIS Fit and Proper Status

Skills Summary: Short-Term & Long-Term Insurance Professional
Versatile and client-focused insurance professional with comprehensive expertise across
both short-term and long-term insurance domains. Adept at delivering tailored risk
solutions, managing complex portfolios, and building lasting client relationships.
Combines technical proficiency with strategic foresight to meet immediate coverage
needs while supporting long-term financial security.

Core Competencies
-Risk Assessment & Underwriting: Skilled in evaluating personal and commercial
risk profiles to structure appropriate coverage.

-Claims Management: Proficient in handling claims efficiently, ensuring timely
resolution and client satisfaction.

-Regulatory Compliance: Deep understanding of insurance laws, FICA, and FAIS
requirements across product lines.

-Client Advisory: Trusted advisor for both short-term asset protection and long-term
financial planning.

-Sales & Cross-Selling: Proven ability to identify client needs and recommend
bundled or complementary products.

Short-Term Insurance Strengths
-Expertise in auto, home, travel, and commercial property insurance.
-Fast-paced decision-making and quote generation.
-Fraud detection and loss mitigation strategies.
-CRM and digital platform proficiency for policy servicing.

Long-Term Insurance Strengths
-In-depth knowledge of life, disability, critical illness, and retirement products.
-Financial planning integration and estate planning support.
-High emotional intelligence for sensitive client conversations.
-Long-term relationship management and policy reviews.

Only candidates who meet the necessary requirements should apply by enclosing a
CV + DOFA + References to the email provided.