Job Purpose:

To drive business growth by identifying new sales opportunities, building strong relationships with clients, executing marketing campaigns, and promoting the company’s products and services to increase market share and brand awareness

Key Responsibilities:

• Identify and pursue new business opportunities through prospecting, networking, and referrals.
• Develop and maintain relationships with existing and potential clients.
• Prepare sales proposals and client presentations.
• Manage the entire sales process from lead generation to closing and after-sales support.
• Maintain accurate records of all sales activities and client interactions in the CRM system.
• Assist in the development and execution of marketing plans, campaigns, and promotional activities.
• Support event planning and participation in exhibitions, trade shows, or community activations.
• Identify and pursue new business opportunities through prospecting, networking, referrals, and partnerships.
• Build and maintain a pipeline of qualified leads and track progress.

Qualifications & Experience:

• Minimum: Matric
• Three-year post-matric qualifications FAIS Accredited (An Advantage)
• RE5 an advantage
• Calid Drivers Licence
• Proven track record of achieving and exceeding new business sales targets.

Skills, Competence & Personal Traits:

• Excellent sales and negotiation skills.
• Good communication and presentation abilities.
• Ability to build rapport and establish trust with clients quickly.
• Analytical thinking to match client needs with insurance solutions.
• Time management, self-motivation, and ability to work independently.
• Proficiency in MS Office (Word, Excel, PowerPoint, Outlook)
• Product knowledge and regulatory requirements.
• Target-driven with high energy and resilience.
• Professional, ethical, and client focused.
• Entrepreneurial mindset with passion for growing business.
• Confident, persuasive and adaptable.
• Collaborative team player.
• Willingness to learn and improve qualifications and knowledge.

About Juno Wealth
Juno Wealth is a stand-alone, independent wealth management and advisory firm focused on delivering personalised, practical financial planning and investment solutions. We are dedicated to building long-term relationships with our clients by combining strategic advice, disciplined implementation, and consistent service excellence. Our small, professional team prides itself on efficiency, integrity, and client care.

What You’ll Be Part Of
You’ll join a close-knit team committed to helping clients make informed financial decisions. This role is at the heart of the practice – ensuring clients are served outstandingly, supporting daily operations, keeping records up to date, and helping our advisors shine in their interactions with clients.

What You’ll Do Day-to-Day

• Prepare and maintain client records, application forms, and investment schedules.
• Assist with onboarding new clients and managing client updates on CRM systems.
• Track and follow up on outstanding documentation from clients and product providers.
• Assist in preparing review packs, FICA updates, and compliance documents.
• Process new business and maintain accurate electronic filing systems (SharePoint/OneDrive).
• Coordinate signatures and submissions across clients, product providers and other involved parties.
• Support the advisers with calendar management, meeting preparation, and reporting.
• Communicate professionally with clients, product providers, and other stakeholders.
• Assist with ad-hoc operational and compliance-related tasks as needed.
• Proactively identify issues, investigate discrepancies, and implement practical solutions.

You’ll Love This Role If

• You enjoy organising information and keeping things on track.
• You take pride in attention to detail and getting things right the first time.
• You perform well under pressure
• You use quieter periods for process improvement and proactive administrative work.
• You can juggle multiple priorities without losing focus.
• You are comfortable working with digital systems and Microsoft 365 tools.
• You communicate clearly, professionally, and with empathy.
• You thrive in a small, focused team environment where accountability matters.

What You’ll Need

1. Matric / Grade 12 (minimum).
2. Minimum 3 years’ experience in a risk and investments focused FSP in a client service role
3. Strong computer literacy (Microsoft Outlook, Word, Excel, Teams, and SharePoint).
4. Excellent written and verbal communication skills in English and Afrikaans.
5. Understanding of FICA, FAIS and other industry regulation and legislation
6. Ability to manage time effectively and work with minimal supervision.
7. Qualifications & certifications (preferred, not required):

– Class Of Business certifications: Long Term Insurance, Investments, Pension Funds and Short & Longterm Deposits

– Regulatory Exam for Representatives (RE 5)

– Certificate in Wealth Planning, Financial Planning or similar (NQF 5-level)

Tools We Use

• Office suite: Microsoft 365 (Outlook, Excel, Word, Teams, SharePoint)
• CRM System: Atwork (transition to a new platform is anticipated)
• Planning Tools: Atwork and Integrated Wealth Planner (transition to a new platform is anticipated)
• Tax Simulations and Planning: Gravitas Tax and TaxSpace
• Client Due Diligence: Beeswax (transition to a new platform is anticipated)
• Digital signatures: QuicklySign

What’s In It For You

1. Exposure to all aspects of a professional wealth management and risk insurance practice.
2. Supportive environment with opportunity to learn and grow.
3. Regular team engagement and development sessions.
4. Competitive remuneration aligned with experience.
5. Fixed-term contract with potential for renewal or permanency.

About the Contract

• 12-month fixed-term contract (with likelihood to extend if good fit)
• Full-time in-office position (Irene, Pretoria) with core hours 08:00 – 16:30
• Total CTC Remuneration of R15 000 – R25 000 per month (dependent on fit, skill, experience and qualifications)
• Starting date: 2 February 2025*

Hiring process and dates to know

Stage 1: Application submissions | closes 14 Nov* | Applicants

Stage 2: Applicant suitability checks | 15 – 18 Nov* | Juno

Stage 3: Company-candidate fit questionnaire | 19 – 23 Nov* | Candidates

Stage 4: Skills assessments and reference checks | 24 – 28 Nov* | Candidates

Stage 5: Reference checks | 24 – 28 Nov* | Juno

Stage 6: Video/in-person chats | 1 – 5 Dec* | Candidates & Juno

Stage 7: Formal BEP and Strengths assessment | 8 – 12 Dec* | Candidates

Stage 8: Offer extended | 15 Dec* | Juno

Stage 9: Offer consideration | 15 – 22 Dec* | Candidate

Stage 10: Confirm candidate | by 31 December* | Juno

Stage 11: First day of work | 2 February 2026* | Candidate

How to apply

1. Your CV should not be more than 2 pages & must include the tasks that you were responsible for on a day-to-day basis (eg. reports, submissions, etc.)
2. Submissions close on 14 November 2025*
3. Submit your application via Indeed.com by following this link

NB! The dates mentioned herein may be revised depending on the number of applications we receive and the candidates’ availability for assessments and scheduled chats.

Vulindlela Financial Services is based in Centurion and has experienced steady growth in the short term and long-term markets. Vulindlela is predominantly focusing on Medical Malpractice and Commercial markets. We have an exciting new position available and are looking for a motivated and energetic individual to join our team.

Job Purpose

To promote and sell malpractice insurance products to medical, and other professional clients. The representative will identify prospects, assess client risk profiles, present tailored insurance solutions, and ensure compliance with regulatory standards.

Key Responsibilities

Identify and engage potential clients through networking, referrals, and outbound outreach
Conduct needs analysis to determine appropriate malpractice coverage levels
Present and explain policy features, benefits, exclusions, and pricing
Prepare and submit quotes, proposals, and application documentation
Maintain accurate records of client interactions and sales activity
Collaborate with underwriting and claims teams to ensure smooth onboarding
Stay informed on industry trends, regulatory changes, and competitor offerings
Attend industry events, seminars, and training sessions as required

Qualifications and Experience

Matric certificate (required); tertiary qualification in insurance, law, or business (preferred)
RE5 certification and FAIS compliance (essential for South African market)
Minimum 2 years’ experience in insurance sales, preferably in professional liability
Proven track record of meeting or exceeding sales targets

Skills and Competencies

Strong interpersonal and negotiation skills
Excellent verbal and written communication
Ability to understand complex legal and insurance concepts
Customer-focused with high ethical standards
Proficient in CRM systems and Microsoft Office Suite
Self-motivated and results-driven

Renumeration Benefits

Basic salary plus commission structure
Travel allowance and mobile data reimbursement
Access to training and professional development

Closing date: 27/11/2025

Please email CV’s to maureen@vulindlelafs.co.za

GENERAL JOB INFORMATION:

Verso Wealth Bellville is looking for a self-managed, self-motivated, and coachable individual to join the team as a Relationship Manager/Paraplanner.

QUALIFICATIONS AND EXPERIENCE:

The ideal candidate should:

• Hold a relevant degree and preferably be studying towards a Postgraduate Diploma in Financial Planning
• Have approximately 5 years of relevant experience in the financial planning and wealth management industry, ideally in a support or administrative role with a Financial Planner
• Be proficient in using CRM and financial planning tools
• Meet fit and proper requirements
• Microsoft word and excel skills
• Be fluent in English both written and verbal and also fluent in  Afrikaans .

PERSONAL ATTRIBUTES:

• Client centric – the ability to develop and maintain relationships with clients
• Positive attitude, enthusiastic and friendly
• Organized, diligent and meets deadlines
• Ability to work independently as well as part of a team
• High ethical standards
• Good at multi-tasking

KEY DUTIES & RESPONSIBILITIES:

Initial responsibilities include:

• Handling general client and product provider enquiries
• Updating and managing the CRM and other relevant systems
• Submitting and following up on new business
• Monthly reporting
• Future responsibilities will include preparing and drafting detailed, personalized, holistic financial and investment plans

TO APPLY:

Those that meet the above-mentioned requirements, and/or have other proven relevant skills or qualifications, should submit a detailed CV for the attention of Ms. K Smit to e-mail careers02@verso.co.za or gerdav@verso-wealth.co.za by no later than 27 October 2025.

In submitting your information to Verso, you hereby allow us to collect your personal information and process it for the purpose of recruiting for this position.

Should you not receive a response from us by 28 November 2025, accept that your application was unsuccessful.

You may also visit us online at:

•   Website: https://verso.co.za/

•   LinkedIn profile: https://www.linkedin.com/company/verso-financial-service/

* Please note that the Verso Group may add, delete or expire jobs at any time.

 

Are you thinking about retirement and would like to sell your brokerage and or insurance book?

 

Destinata Insurance Brokers is looking to buy your short-term insurance book.

 

Please contact me Rene Scheepers   071 940 9411

 

Only serious sellers.

About this position

iMasFinance, a financial services Cooperative, is looking for a Managing Executive for its Insurance Broking business. This position reports to the Group Chief Executive Officer (“GCEO”), and is responsible for the strategic direction and execution, as well as operational and financial performance of the iMasFinance Group’s Insurance Business (life insurance and short-term insurance), by developing and executing on current and long-term business strategies.

The successful candidate will be an innovative, dynamic and energetic self-starter with seasoned experience on executive level in the insurance brokerage business and management of Insurance product providers.

Responsibilities include, but are not limited to, the following:

Job Outputs:

Strategic Direction:

• Strategic direction and positioning of the iMas insurance business.
• Formulate and implement business strategy, human relations strategy, business plan and strategic objectives.
• Review and optimize strategy regularly, assess future business needs through sustainability forecast to ensure currency and appropriateness and take corrective action where needed.
• Selection and management of business associates.
• Identification and participation in new ventures.
• Divisional and corporate business plans and budgets compilation and management thereof, contributing towards the execution of corporate strategies.
• Regular reporting to the GCEO and Exco, as well as the iMas Insurance Brokers Board regarding performance against the strategy.

Compliance and Governance:

•   Driving the overall corporate governance framework.
• Ensure and drive adherence to corporate governance and principles including codes of conduct (e.g King IV), legislation, statutory requirements, policies and procedure to ensure compliance at all times.
• Ensure ongoing maintenance of dialogue with Exco to ensure well considered and informed decisions.
• Support operations of Exco by advising and informing executives and acting as interface between Exco and management.
• Ensure compliance with all relevant Acts and regulations.

Leadership:

Visionary leadership, providing direction and strategic leadership to employees, ensuring execution of the company vision and strategic objectives and achievement of expected results.

Financial and Operational Performance:

• Responsible for the sustainable financial growth and management of the company.
• Drive the creation of sustainable wealth to ensure achievement of strategic targets through sound financial and business practices.
• Initiate, lead, authorize and drive initiatives aimed at optimizing operations.
• Drive and control the strategic and operational budgets, goals and standards.
• Compile and manage annual budgets and targets for Group approval in alignment with growth objectives.

Risk Management:

• Proactively identify and lead assessment of critical organizational risks and implement remedial action where necessary.
• Provide early notification of significant changes to Exco.
• Ensure that formal risk management processes are approved and implemented.

People Management:

• Create a high-performance culture.
• Be an inspirational leader.
• Manage Senior Management’s and other management team members’ performance.
• Ensure implementation of equitable HR practices, including the EE plans.

Qualifications:

• An Honours Degree in Business Management or Financial Management is essential.
• A Master’s Degree in Finance, Business Administration/MBA or Direct Marketing is recommended.
• Registration as a Key Individual is recommended.
• CIMA, CITA, IISA, SAIA or SAICA registration will be an advantage.
• A valid driving licence is essential.

Experience:

• Minimum of 10 years of experience in insurance (preferably in a broking environment) is essential, of which at least 5 years must be on executive management level.

Knowledge and Skills:

• Functional/Technical:

Industry and competitor knowledge, knowledge of corporate governance and relevant legislation impacting on business, corporate financial knowledge, knowledge of compliance and regulatory requirements in SA’s financial services and insurance landscape, networking and influencing skills, advanced business acumen; good communication and interpersonal skills, critical relationship-building, problem-solving and decision- making skills, analytical skills and conceptual thinking skills.

• Managerial/Supervisory:

Cross-boundary thinking skills and the skill to drive for results; strategic thinking skills and knowledge of strategic management, knowledge of business management and people management skills, knowledge of contracting and negotiating, skills in examining and re-engineering operations and procedures, the ability to develop financial plans and manage resources, the ability to identify unique new business opportunities and improve on alternative revenue lines.

•   Leadership:

Strategic, visionary, leadership competencies and entrepreneurial skills to ensure positive, inspirational and innovative leadership and business growth.

• Computer Literacy:

Advanced skills in Microsoft Excel, Word and PowerPoint.

About the company

National Healthcare Group, established in 2017, offers affordable private primary healthcare insurance products to South Africans who have previously been unable to access private healthcare.

An extensive doctor network, well situated throughout South Africa, and a hands-on business philosophy have allowed the group to develop an intimate understanding of the needs of the low-cost market. National HealthCare is accredited as an Administrator and Managed Care Organisation and provides a comprehensive range of healthcare services including provider network management, managed care, and administration services to more than 140,000 beneficiaries.

Initial access to care for NHC members is via a nurse on WhatsApp, making it simple and easy to connect with medical care rather than stand in long queues in public hospitals or having to phone doctor practices.

National Healthcare’s primary target market is employers who have employees not covered by medical care.  This benefits both the employees who get private care and the employer who suffers less absenteeism from long hospital visits and or employees who just don’t access public care.

About the Role

We are looking for an Insurance Broker to join NHC to build their own team of brokers from the ground up, with a passion for selling and a passion for mentoring and team-building.

Do you:

• Have a deep ambition and focus to sell affordable medical insurance products to employers and their staff, to meet your financial goals and our financial goals?
• Have a passion to build a team of apprentice brokers and brokers who have the confidence and passion to sell but who might need the training and your guidance to reach their goals

Key Responsibilities

• Advise clients on a range of medical insurance products, ensuring needs-based, compliant, and ethical recommendations.
• Identify new business opportunities and grow the customer base through networking, referrals, and outbound strategies.
• Recruit, train, and mentor apprentice insurance brokers, providing guidance, coaching, and performance feedback.
• Lead a team of junior brokers/salespeople to meet or exceed sales goals and performance metrics.
• Stay informed about changes in health insurance regulations, policies, and products.
• Collaborate with internal departments (e.g., marketing, compliance, and operations) to streamline client services and team development.
• Maintain high client retention through strong relationship management and post-sale service.

Requirements

• Grade 12/NQF 4 Equivalent qualification
• FAIS Representative Regulatory Exam Level 5 passed
• Valid driver’s license and own transport.
• At least 2 years’ experience as a Broker Consultant.
• Product knowledge and competitor intelligence.
• Proficient in English
• Experience in the Mass Market (optional)
• Experience working with teams and building teams
• Strong communication, interpersonal, and negotiation skills.
• Proven sales performance and leadership capabilities

Preferred Traits

• Confident, ethical, and highly self-motivated.
• Entrepreneurial mindset
• Naturally collaborative and capable of inspiring others to achieve their best.
• Enjoys mentoring and takes pride in the development of talent.
• Adaptive to a fast-paced, performance-driven culture.

What We Offer

• Competitive base salary with performance-based incentives.
• Opportunity to build your own high-performing team and grow within the company.
• Ongoing professional development and leadership training.
• Supportive and dynamic work environment.
• Access to a broad portfolio of leading insurance carriers and products.
• Tools, technology, and resources to support your sales efforts and team building.

Join Us

If you’re an ambitious, registered insurance broker ready to take the next step in your career with leadership, mentorship, and strategic growth, we want to hear from you.

Apply now and be part of a company that invests in your future and the future of those you lead while servicing the needs of people in South Africa

Send your CV to shanice@nationalhealthcare.co.za.

Only shortlisted/successful candidates will be contacted within the next four (4) weeks

About the Employer
Optivest Health Services is a leading national consultancy, specialising in providing objective, independent and focused health cover solutions to individual members and medium to small employer groups.
At Optivest, medical schemes and medical scheme related products are our specialty. It is our vision to enable all South Africans to get medical cover, that suits their individual and family needs while saving them money.

About the Position
The CEO of Optivest Health Services, located in Durbanville, Western Cape has a unique opportunity for a seasoned Financial Advisor to join the business in establishing an exciting new venture, expanding its suite of financial services to a broader set of multi-faceted solutions. This role will report directly to the CEO from the outset and play a pivotal role in all facets related to this initiative.

Due to the objective and nature of this role, only established Financial Advisors who meet all the minimum requirements for the role will be considered.

General Requirements

• Own transport – willing to travel
• Be in good health.
• Reside in Northern Suburbs.
• Excellent attendance and time keeping record.
• Professional demeanor.
• Track record of delivery and excellence

Key functions

• Establish core capability of non-health i.e. Risk, Invest, Short Term portfolio of financial services
• Engage face-to-face, Telephonically, and electronically with existing and new clients
• Build, Manage and retain a portfolio of clients
• Financial Needs analysis discussion and comparative quote preparation.
• Provide best advice – recommend product that will meet the need of client and protect client against identified risks.
• Lead management and conversion
• Online & telephonic (Voice recorded) capturing of sale.
• Follow up sale with product house up to activation

Minimum Qualifications/accreditation required

• Matric (Grade 12)
• Valid CMS accreditation
• RE5 Certificate
• DOFA record from FSCA to be furnished upon first interview date
• Inseta record of additional qualifications i.e. relevant to financial services industry
• Advanced qualification in Financial planning strongly preferred
• Fully Fit & Proper as per FSCA regulations

Minimum Experience required

• Minimum 5 years’ experience in Financial Service industry in an Advisor capacity
• Medical scheme advice and/or service experience (Minimum 5 Years)
• Full accreditation and experience in Discovery suite of products