Employment Type: Full-time
Earning Potential: Up to 100% commission + Bonuses

Are you passionate about helping people secure their financial future?

Join Our Client, a leading financial services group, and take the next step in your career as a Financial Advisor. We offer expert guidance, training, and a supportive environment to help you succeed in the financial industry.

What We Offer

• Full support & infrastructure Office space, telephony services, administration, and compliance support
• Comprehensive training Industry-related qualifications, technical & soft skills development
• Marketing & business coaching Helping you build a strong client base
• Access to a lead generation system Maximizing your sales potential
• Product & specialist support Risk, investments, private wealth, and more
• Compliance & legal assistance Ensuring ethical and professional service

Remuneration & Benefits

• Up to 100% commission Uncapped earning potential
• Vesting bonuses For the first 2 years
• Performance bonus (13th cheque) Paid in December
• Training allowance of R26,000 Paid over the first 3 months
• Tech loan of R16,000 Interest-free
• Pension fund & group life cover Secure your future
• Ongoing training via Sanlams Academy Stay ahead in your career

What You’ll Do

• Network, prospect, and generate leads
• Build long-term relationships with clients
• Provide tailored financial solutions based on client needs
• Manage client portfolios and ensure excellent service delivery
• Stay up to date with industry regulations and best practices

Requirements

•  Matric (Essential) | Degree (Preferred)
• ️ Driver’s license & own vehicle
• Sales experience (Essential) | Industry experience (Preferred)
•  RE5 certification
• Clear criminal & credit record
• Minimum entry age: 23 years

How to apply

Apply by sending your CV to- info@millennialnxt.co.za 

Ready to take control of your career?

Apply today and become part of a team that empowers individuals to achieve financial success.

A well-established brokerage, based in Pinelands, is seeking a qualified Commercial Lines Underwriter to join their team. This is a permanent position within the Commercial Lines division, responsible for connecting clients with tailored coverage solutions.

Minimum Requirements:

• Grade 12 (Matric)
• FAIS Compliant (including RE5 and relevant qualification)
• 5+ years’ experience in commercial underwriting
• Knowledge of Cardinal360 (Cims) and Tial is a definite advantage

Key Responsibilities:

• Attend to renewals, endorsements, and new business
• Interact with clients and insurers to provide coverage solutions
• Office-based role

Salary:
Salary is commensurate with experience and qualifications and includes a provident fund.

A well-established Insurance Brokerage in Cape Town, Southern Suburbs requires the services of an office based Commercial Lines Underwriter.

Minimum requirements:

·        FAIS accredited (Relevant qualification, RE5 and CPD points for new cycle)

·        Minimum 6 years experience in a broking environment

·        Good computer skills and Cims proficient

·        Be able to work under pressure with minimal supervision

·        Attention to detail and a systematic, thorough approach

·        Excellent communication skills, both verbal and written

·        Excellent conflict handling skills

·        Highly competent with MS Office suite, paperless environment & Workflow experience

Key Responsibilities:

 

Customer Service

·      Liaison with potential and existing clients, building positive relationships by giving accurate, appropriate information on policy covers, terms and conditions.

·      Adhering to Service Level Agreements set by the company.

Portfolio Management

·      Liaising with Brokers, Insurers and Suppliers.

·      Processing quotes, new policies, renewals and endorsements.

·      Accurate record keeping, continuous management of files, correspondence and diary.

Insurance Knowledge

·      Studying various insurance products and proposals, and gathering and assessing background information;

·      Keeping abreast of developments within the industry;

·      Calculating possible risk using risk assessments, actuarial information, other statistics and own judgement;

·      Determining correct competitive premiums and fees, and negotiating terms with Insurers and Brokers.

·      Specifying conditions to be imposed on different types of policies.

·      Keeping detailed records of policies underwritten, and decisions made.

Financial

·      Manage credit control of client portfolios and institute growth of administration fees.

 

Salary commensurate with experience.

The employment package includes Provident Fund and a Medical Aid contribution.

Suitable candidates must send their CV to vacancies@intasure.co.za

Consider your application unsuccessful if you have not been contacted within 14 days of the advert.

 

An organised and competent Broker Support Administrator is required by a High Networth short term insurance brokerage based in Newlands, Cape Town.

Minimum Requirements:

10 years recent experience as a short-term insurance broker in a small office with the ability to multi-task and work well under pressure.

Please do not apply unless you have extensive knowledge in at least two of the following three areas:

• Commercial insurance
• Personal insurance
• Claims management

Proficiency in the use of Excel is essential, as is an excellent command of the English language, both verbal and written.

Accuracy, attention to detail, the ability to think laterally, and interpersonal skills will be required to succeed with this application.

Qualifications above NQF Level 5 are a prerequisite, or alternatively extensive experience in the industry as a short-term insurance broker.

A highly negotiable salary will be offered to the successful candidate. Own transport is essential due to the location of the office.  This is not a position entailing remote work.

Please submit your CV together with a short letter of application to intellibrokers@worldonline.co.za

If you have not received a response within 2 weeks, please regard your application as unsuccessful.

 

Trive South Africa – Licensed Financial Services Provider (FSP27231)

Type: Full-time

Position Overview:

We are seeking a detail-oriented and knowledgeable Compliance Officer to join our team. The Compliance Officer will be responsible for ensuring that the company adheres to all regulatory requirements and internal policies, promoting a culture of compliance and ethical conduct throughout the organization.

Key Responsibilities:

• Develop, implement, and maintain compliance policies and procedures in accordance with regulatory requirements.
• Monitor and assess legislation to identify compliance risks and ensure adherence to compliance standards.
• Develop compliance risk management plans and monitoring plans to mitigate potential risks.
• Conduct regular compliance audits and reviews to evaluate effectiveness and compliance with policies.
• Provide training and guidance to staff on compliance-related issues and best practices.
• Draft and monitor compliance policies to ensure they are up-to-date and effective.
• Stay updated on changes in legislation and regulations that may impact the organization.
• Prepare and submit compliance reports to senior management and regulatory authorities as required.
• Act as a point of contact for regulatory bodies and manage communications related to compliance matters.
• Collaborate with internal departments to address compliance issues and implement corrective actions.

Required:

• Bachelor’s degree in Law or Risk Management
• Proven experience in a compliance role within the financial services industry, preferably with experience in FSP and ODP regulations.
• Strong understanding of the Financial Markets Act, as well as experience with derivatives and FAIS (Financial Advisory and Intermediary Services).
• RE1 & RE5
• Excellent analytical and problem-solving skills, with attention to detail.
• Strong communication and interpersonal skills, with the ability to work collaboratively across teams.
• Ability to maintain confidentiality and handle sensitive information with integrity.

Join Advisory Partners Collective and take your career to the next level with top-tier support, cutting-edge resources, and a powerful network for success.

🔹 Growth-driven environment

🔹 Industry-leading collaboration

🔹 Meaningful impact

Minimum Requirements (🚫 Not Negotiable )

✔ 1–2 years of experience as a Financial Advisor (Face to Face)

✔ RE5 Certification

✔ NQF Level 5 qualification (or equivalent)

✔ Clear credit record and no criminal history

✔Driver’s License and Vehicle

For more Info visit:   https://advisorypartners.co.za/

Our client, a leading financial services group, has roles available for both Commercial and Personal Lines Underwriters. They are looking for detail-oriented and proactive Underwriters who will be responsible for generating commercial and/or personal lines quotations for new and existing clients, preparing and activating files with product providers, and managing day-to-day underwriting requests. This role also involves requesting renewal terms from providers and preparing renewal files for advisers on both commercial and personal lines policies.

Key Responsibilities:

• Generate and provide quotations based on adviser requests.
  Ensure accuracy of client contact details and load contacts onto the system.
• Prepare comprehensive quotation files and activate accepted quotations with product providers.
• Send welcome packs to clients and advisers, and upload all documents onto the system.
• Record new business and provide completed packs to the compliance monitoring division.
• Manage day-to-day underwriting requests and update policy schedules.
• Request renewal terms, prepare renewal packs, and handle adjustments post-adviser review.
• Negotiate better terms with providers where needed.
• Ensure all processes are in place and seek adviser or team leader assistance when necessary.

Skills and Qualifications:

• Grade 12 certificate.
• Proficiency in MS Outlook, Excel, and Word.
• Successfully completed the RE 5 Examination (Representatives).
• NQF Level 4 Short Term Insurance qualification or currently studying towards it.
• DOFA confirmation from FSCA.
• Minimum of 3 years’ experience in the short-term insurance industry.
• Excellent verbal and written communication skills.
• Strong administration, organization, and planning skills.
  Ability to handle administrative pressure and possess negotiation skills.

To apply, send your CV to careers@porcupine.ai. If you don’t receive any feedback within 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.

Company Description

A Financial Services Provider specializing in a high return on Investments. At Rise Up Capital, we are more than just an investment firm, we are your trusted partner in navigating the financial landscape. Our mission is to deliver innovative and strategic investment solutions that drive long-term value, while our vision is to be a global leader in transforming opportunities into sustainable growth.

We are an authorized financial services provider (FSP 48979).

Qualifications/Experience

• 2 years experience in Financial Services, focusing on sales within risk and investments
• 2 years Financial Planning experience,
• Knowledge of the professional client market dynamics,
• Proven success in a high performance sales environment,
• Grade 12 (Matric), RE1 & RE5 qualifications, successful completion of supervisory process

Responsibilities and Duties

• Provide tailored financial advice to professionals,
• Prepare and present proposals to clients using advanced financial planning tools,
• Meet clients to understand their financial goals,
• Simplify complex financial information for clients,
• Build and maintain strong client relationships,
• Grow a client base within the first 24 months and beyond,
• Adhere to compliance and operational standards,
• Stay updated on product performance and industry changes,
• Develop a network and sustainable business within the professional market

Work from home

Job Purpose

We are seeking an experienced short-term telesales broker who can work independently without supervision. The candidate must have a minimum of two years’ experience in marketing Short Term Car and Household Insurance. The role involves marketing to existing clients and generating prospective leads independently. A laptop and IT allowance will be provided for working from home. The candidate should be based in Cape Town.

Experience and Qualifications

Matric (Compulsory)

• At least 2 years’ experience in Short Term Car and Household
• Reputable sales track record (3 months’ payslips required)
• FAIS Regulatory Examination for representatives (RE5) and NQF level 5 and 120 credits.
• Clear credit and criminal records
• Excellent communication skills
• Must be a South African Citizen

Competencies

• Extensive knowledge of short-term insurance sales
• Prospecting skills
• Computer and Microsoft literate
• Outbound sales experience

Remuneration

We offer a competitive basic salary based on your industry experience, along with an excellent commission structure. Current telesales staff typically earn between R15000 to R25000 from their basic salary and commission.

Only apply if you have the requirements no other CV, s will be entertained.

Consider your application unsuccessful if you have not been contacted within 14 days of the advert.

Send your CV and a recent profile photo to CV@wilsonbrokers.co.za

 

Company Description

A Financial Services Provider specializing in Commercial Asset Financing, Heavy Commercial Vehicle Insurance (HCV) or Fleet insurance, Goods In Transit insurance (GIT) , Engineering insurance, and General Commercial insurance.

We are a member of the Financial Intermediaries Association (FIA). FIA 629388

Role Description

• Develop relationships with customers to enable growth within business insurance channels.
• Meet the metrics that has been set out by business and execute on KPI’s within the BI sales unit.
• Make calls (by telephone or in person) to allocated customers to develop new relationships.
• Act as a first point of contact for resolving customer queries and complaints.
  Identify the products or services that best meet the customer’s stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale.
• Negotiate agreement with the customer and internally with commercial colleagues to ensure that customer requirements are met.
• Develop knowledge and understanding of the organization’s policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards.
• Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
• Consistently achieves results, even under tough circumstances. For example, regularly pushes self to achieve outstanding outcomes; consistently establishes bold goals for own performance; is passionate about excellent results and significant contributions.
• Shows great tenacity to complete goals/initiatives in a timely way.

Qualifications

• Regulatory Exams (RE 5) compulsory.
• 5 years of external sales experience in a face-to-face environment with COMMERCIAL CLIENTS
• Experience in lead generation, cold calling, relationship management and opening doors.
• Fleet insurance experience will take preference/ is an added advantage.

Competencies

• Self-starter and entrepreneur mindset
• Strong Business Acumen
• Analytical, Numerical & mathematical skills
• Confident and enthusiastic self-starter who can take initiative.
• Must be able to work independently as well as part of a team – balances team and individual responsibility, provides and accepts feedback.
• Relationship management skills
• Presentation and facilitation skills
• Resilience – Ability to work well under pressure in dynamic environment.
• Influential, concise, rational and practical communicator
• Creative flair and innovative thinker
• SEND CV TO recruitment@minu.co.za