Short term – Underwriter and Claims handler

Brokerage in Krugersdorp is seeking an experience Underwriter and Claims handler.

This is a full-time, on-site role. The ideal candidate will be responsible for managing client portfolios, facilitating short-term insurance policies, negotiating terms with insurers, and identifying and cultivating new business opportunities.

The role also requires providing expert advice on insurance solutions and delivering excellent customer service to ensure client satisfaction and retention.  The successful candidate will also have to adhere to compliance regulations.

Qualifications

Experience in Short-Term Insurance (Personal and Commercial Lines)
Strong background in Finance and insurance sales
Proven ability to deliver excellent Customer Service and client relationship management
Knowledge of local compliance standards and regulations related to insurance and financial services
Relevant certification or qualification in Insurance or related fields RE5 and NQF 5
Class of business (Personal lines and Commercial lines)
Exceptional communication and negotiation skills
Organised, responsive, and comfortable working independently
Please send your CV to madrie@sp3.co.za

Direct Sales Consultant

Are you part strategist, part people-person, and part closer? Then this might be your calling.

As a Sales Consultant at Bestmed, you’ll be the matchmaker between people and the medical cover that truly fits their lives. Your mission? Position Bestmed as the medical scheme of choice for individuals and families who deserve the right healthcare partner — and guide them confidently onto the option that suits them best.

You won’t just be “selling medical aid.”
You’ll be:

  • Helping people make confident healthcare decisions
  • Matching members to the option that fits their needs and budget
  • Representing Bestmed with professionalism and pride
  • Operating with integrity, always aligned to industry regulations
  • Putting fairness and customer care at the heart of every conversation

This role is perfect for someone who thrives on building trust, loves connecting with people, and understands that compliance and ethics are just as important as closing the deal.

If you’re driven, accountable, and excited by the idea of helping people secure their health and peace of mind, we’d love to meet you.

Business Development Consultant – Cape Town

Business Development Consultant (Cape Town)

At Medihelp, we live our values daily — excellence, compassion, collaboration, and transparency — to make a real difference in the lives of our members. We’re looking for someone who lives these values through their mindset, work ethic, and interactions with others.

The core purpose of this role is to support the execution of growth strategies by managing client relationships, identifying new business opportunities, and driving member acquisition across designated market segments.  This role requires exceptional networking abilities, and a passion for delivering value to clients.

PLEASE NOTE: The incumbent will render advice and must, therefore, comply with the requirements of the FAIS Act and related Board Notices.  Remuneration details will be discussed with shortlisted candidates.

Requirements

Grade 12, with a FAIS-compliant certificate (relevant to the applicable product category) with a minimum value of 120 credits and RE5.

Class of Business Training advantageous.

3-5 years of experience in business development, broker consulting, or sales (preferably in the medical scheme or financial service industry)

Must have a valid driver’s license

Willing to travel and possession of own transport.

Strong understanding of broker distribution channels.

Key Competencies

Good communication and presentation skills.

Computer literate.

Outcome driven and persuasive

Presentable.

Take ownership of the portfolio

Build and maintain strong relationships with brokers and clients.

Knowledge of the Medical Schemes Act, FAIS legislation, and policy procedures.

Good understanding of the competitors within the medical scheme industry.

Good problem-solving skills

Join a team where our values guide everything we do — from how we work together to how we serve our members.

Closing date: Friday, March 27, 2026

Wealth Advisor Opportunity – FSCA Category I FSP – Pretoria based

*Your independence matters.
*Your clients remain yours.
*Your success is our priority.

Are you a Wealth Advisor or Sole Proprietor with an existing investment book?
Concerned about compliance, FAIS obligations, or business-continuity risks?

Connect with us today!

We are an FSCA-licensed Category I FSP offering a fully compliant environment for independent advisors.

What We Offer

You retain 100% ownership of your client book
Full FAIS & FSCA compliance support (RE, CoB, CPD, record-keeping, disclosures, FICA, AML/CTF)
Business-continuity protection and secure advice processes
A broad suite of investment solutions through our Cat I licence
Transparent, independent advisor model
Minimum FSCA Requirements

Advisors must meet FAIS Fit and Proper standards (BN 194 of 2017):
Let’s talk about a compliant, secure home for your practice—without giving up your independence.

Underwriter: Policy Administration

Underwriter (Policy Administration)

A permanent position has become available for an Underwriter at MUA, Cape Town. MUA is looking for a high energy, target and goal orientated, dynamic individual with a strong underwriting background in both home and motor insurance. The successful candidate will assist the Policy Administration team.

Main Purpose:

Evaluate new risks and underwrite these within the parameters of the Underwriting Best Practice manual. This individual must have the ability to maximize selling opportunities, customer service and profitability through the optimal use of the business assets and have fun doing it! The incumbent has relevant underwriting experience together with good administration skills and the ability to look at all aspects of the job, regardless how detailed.

Main Activities:

  • To build strong and meaningful relationships with brokers, which will translate into profitable growth.
  • To have a strong personal lines underwriting background and be able to underwrite a risk correctly and attend to endorsement requests with no mistakes.
  • To take necessary steps to try and retain current business.
  • To ensure that the agreed SLA’s and TAT are achieved and adhered to.
  • Do manual calculations of premium when system is down.
    Refer all quotes over mandate to the relevant Authoriser.
  • Refer R/I if necessary.
  • Provide the Brokers with relevant documentation e.g., confirmation of cover etc.
  • Ensure all documents are filed on M-files
    Liaise with Broker on revised terms and handle Broker queries daily.
  • Keep a check on diary system and follow up on outstanding matters. Ensure that the proper filing on the system is strictly adhered to.
  • To comply with Company strategy and align with the Company culture.

Problem Solving:

  • Meeting deadlines –Month-end close off and coping with related stress.
  • Checking of policy wordings and Broker instructions.
  • Able to handle computer related problems such as verifying computer calculated premiums.
  • Solve administrative problems on accounts – computer input, calculations.
  • Decisions based on past learning experiences of similar situations.

Competencies (Key Requirements):

The suitable incumbent must have the following competencies:

  • Registered as a representative with the FSCA within the last 5 years for Short Term Personal and / or Commercial lines – intermediary services (DOFA to confirm same).
  • Must be fit and proper in terms of the FAIS Act.
  • A minimum of 5 years’ experience in underwriting with a good track record in the Insurance Industry.
  • Full knowledge of personal lines insurance and a passion for selling.
  • Ability to be a team player that can actively encourage open and frank communication in a team environment.
  • Encourages a climate of teamwork through their actions; and is committed to team goals rather than personal goals.
  • Communicate with other departments on queries, i.e. accounts, valuations.
  • Positive and willing attitude.
  • Susceptible to change.
  • Ability to remain calm and productive under pressure.
  • Methodical / analytical ability and numerical ability – able to analyse situations, form opinions, and make decisions independently, and calculations accurately.
  • High level of communication skills both written and verbal.
  • The ability to proactively develop broker relationships, making efforts to listen and understand the broker, anticipating and providing solutions to broker satisfaction.
  • Computer Literacy (MS Office: Outlook, Word, Excel).
  • Open to learning new IT programs. Experience with Power BI will be advantageous.
  • Experience with Cardinal 360/CIMS will be beneficial.

Please submit your latest CV, DOFA as well as Insurance qualification documents to: careers@mua.co.za for consideration.

 

 

Key Individual

We’re Hiring  Key Individuals (KI)

On behalf of a licensed Financial Services Provider (FSP), we are seeking FSCA-approved Key Individuals (KI) with product line approvals in Crypto Assets (CASP) or Forex, and proven experience in these sectors.

Applicants should have their most recent DOFA report reflecting the relevant product category.

In addition, any other active and suitably qualified Key Individuals, meeting South African regulatory standards, are welcome to apply and may be considered for roles aligned with their expertise.

Retentions Consultant

We’ve got a position available for a retentions consultant

Purpose of position:

Communicating with clients and managing relationships in order to increase loyalty and retain their business.

Responsibilities:

  • Handling difficult client calls
  • Retaining clients as part of the King Price royal family
  • Dealing with client queries and complaints in a competent, efficient and professional way, and in accordance with the company’s quality and performance standards
  • All dealings with clients must be in alignment with the company culture and values

Requirements:

  • Matric or matric equivalent (essential)
  • Previous retentions experience (beneficial)

Skills and Attributes:

  • Sales and client service oriented
  • Attention to detail and quality oriented
  • Deadline and results oriented
  • Ability to take initiative
  • Enthusiastic and passionate about the job and the company
  • Organised, punctual and excellent time management skills
  • Teamwork and collaboration
  • Good judgment and problem-solving skills
  • Adaptable and resilient
  • Honesty and integrity
  • Good interpersonal and communication skills
  • Negotiation skills
  • Administration skills

To apply, follow this link: https://kingpriceins.simplify.hr/Vacancy/166548

Should you not receive any feedback within ten (10) working days after the closing date, please accept your application as unsuccessful.

In response to this ad, you acknowledge and accept that we’ll need to process your personal info. To see how we process personal info, feel free to check out the privacy policy on our website.

Financial Advisor

Shape Financial Futures with Oasis Group

At Oasis, we empower clients to achieve lasting financial success through ethical, expert wealth management. We’re seeking an ambitious Financial Advisor to drive business growth, build strong client relationships, and provide tailored investment and financial planning solutions.

If you’re a results-driven professional who thrives on helping clients reach their goals, we want to meet you.

Key Responsibilities

  • Grow new business and expand assets under management through effective lead generation and client engagement.
  • Deliver professional financial advice across investments, retirement, tax planning, and estate management.
  • Build and maintain trusted, long-term relationships with clients across multiple regions.
  • Ensure full compliance with FAIS, FICA, AML, and POPIA standards.
  • Collaborate with executives and marketing teams to plan events and support client outreach initiatives.

Requirements

  • Bachelor’s degree in Finance, Accounting, or Tax
  • RE5 essential
  • Class of Business (including Pension Fund Benefits & Investments) essential
  • CFP® or Diploma in Financial Planning (advantageous)
  • 2+ years experience in wealth management or financial advisory
  • Deep knowledge of Collective Investment Schemes,
  • Retirement Funds, and Wealth Solutions
  • Strong communication, presentation, and relationship-building skills
  • A client-first mindset, professional presence, and willingness to travel nationally
  • Valid driver’s license

Why Oasis Group?

Join a globally respected wealth management firm known for integrity, innovation, and impact. We offer:

  • A performance-driven culture with clear growth pathways
  • Continuous learning and professional development
  • A chance to make a tangible difference in clients’ lives

Financial Planner

Well, established Financial Services Provider in Randburg is looking for a young up and coming newly qualified financial planner to work on a salaried basis. Must have own car and laptop. Please send CVs to marial@accolade.co.za.

FINANCIAL ANALYST

Location: Sandton

  • Liaison with the external Bookkeeper and auditors to provide required information
  • Analyse Financial Statements and data
  • Review invoices and set up payments for release
  • Review and release claims relevant to retirement fund administration
  • Support financial budgeting
  • Calculate and authorise Financial Advisers’ monthly commission structures and payments

Competencies – Qualifications and Skills

  • Bachelor of Commerce (B. Com) degree or equivalent
  • Proficiency in MS Office, especially Excel and Word
  • Experience in Accounting is an advantage
  • Experience in Pension/Provident/Umbrella funds is beneficial

Personal Attributes

  • Strong analytical skills
  • High level of integrity
  • Reliability and trustworthiness
  • Excellent interpersonal skills
  • Logical thinker
  • Ability to work collaboratively in a team environment
  • Self-motivated and disciplined
  • Capable of working under pressure and meeting deadlines
  • Precise and accurate with attention to detail
  • Positive and responsible attitude towards the work environment
  • Flexible and adaptable to change
  • Demonstrates innovation and initiative
  • Strong prioritisation skills