Life Insurance Broker

4 weeks ago

Johannesburg, South Africa GJM Ultra Brokers Full time

Bedfordview, Gauteng - Seeking dynamic and experienced professional financial planners to join a leading Independent Financial Brokerage. With a basic salary offering and lucrative commission structure, this is an exciting opportunity for success

Salary: Basic R 20 000 – R 40 000 plus commission

Requirements:
• Minimum Matric with Tertiary Education in Finance related field Non-Negotiable (NQF5: Wealth Management/ BCom)
• RE5 Non-Negotiable
• Relevant Class of Business's in place
• Fit and Proper
• Minimum 3 Years in Financial Planning Role
• Excellent command of Microsoft Excel or related software
• Experience in working with Professionals and High Net worth clients.
• Previous Book not a requirement
• Driver’s License and Own Vehicle non-negotiable

Responsibilities:
• Work with company book of clients to meet and review their portfolio providing professional financial advice and offerings.
• Prospect and obtain new clients in the market to add to its already extensive book
• Provide financial products and services in a professional manner, building rapport and confidence with the clients.
• Work with various FSP's and internal departments and communicate effectively and efficiently in resolving concerns or queries.
• Maintain ongoing communication with clients
• Develop comprehensive financial plans tailored to individual client
• Provide advice on investment strategies, retirement planning, estate planning, and tax optimization
• Stay informed about market trends and economic developments
• Assess clients’ risk tolerance and recommend appropriate risk management strategies
• Provide advice on Investment and Risk Products.
• Identify opportunities for cross-selling and upselling financial services
• Network with professionals, attend industry events, and participate in marketing initiatives
• Ensure compliance with industry regulations and ethical standards.
• Maintain accurate records and documentation.
• Stay updated on changes in financial laws and regulations.
• Prepare regular reports for management and clients.

  • Commercial Insurance Broker

    3 days ago

    Johannesburg, South Africa SUCCESS BROKERS (Pty) Ltd Full time

    Direct message the job poster from SUCCESS BROKERS (Pty) Ltd Specialist broker in short term insurance, life assurance, investment, medical aid and gap cover Company Description Established in 1973 in Johannesburg, SUCCESS BROKERS (Pty) Ltd is a trusted provider of short-term insurance and employee benefits services across South Africa. With branches...

  • Commercial Insurance Advisor: Broker Support

    1 day ago

    Johannesburg, South Africa Santam Insurance Full time

    A leading insurance provider is seeking an Insurance Consultant in Johannesburg to deliver exceptional service and support to brokers. The ideal candidate should have over 3 years of experience in short-term insurance, along with Matric and FAIS credits. This position involves addressing broker requests and managing policy maintenance. Competitive...

  • Commercial Insurance Consultant

    1 week ago

    Johannesburg, South Africa Santam Insurance Full time

    A leading insurance provider in Johannesburg is looking for an Insurance Consultant to provide comprehensive service and support to brokers. The ideal candidate must have a minimum of 3 years’ experience in short-term insurance and hold essential qualifications like Matric and FAIS credits. Opportunities include servicing broker requests and dealing with...

  • Commercial Insurance Consultant

    1 day ago

    Johannesburg, South Africa Santam Insurance Full time

    A leading insurance provider in Johannesburg is looking for an Insurance Consultant to provide comprehensive service and support to brokers. The ideal candidate must have a minimum of 3 years' experience in short-term insurance and hold essential qualifications like Matric and FAIS credits. Opportunities include servicing broker requests and dealing with...

  • Commercial Short-term Insurance Broker

    1 week ago

    Johannesburg, South Africa ALJ Insurance Brokers Full time

    ALJ Insurance Brokers (ALJ) is seeking junior sales consultants that are experienced within the commercial insurance field and are looking to advance themselves within the field. **Key Responsibilities: Able to generate OWN sales leads** and convert them into policies. Acquire new clients within the Commercial sector - Small Business, Tourism & Leisure,...

  • Regional Broker Manager North

    2 days ago

    Johannesburg, South Africa Metropolitan Life Full time

    **Introduction** - Metropolitan is one of the oldest financial services brands in South Africa. With a 127-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa,...

  • Insurance Consultant

    1 week ago

    Johannesburg, South Africa Santam Insurance Full time

    Job title : Insurance Consultant Job Location : Gauteng, Johannesburg Deadline : October 30, 2025 Quick Recommended Links Jobs by Location Job by industries What will you do? Santam Operations, Commercial Portfolio Management have career opportunities available for Insurance Consultants base in Johannesburg Hill On Empire, Parktown . The insurance consultant...

  • Insurance Consultant

    4 weeks ago

    Johannesburg, South Africa Santam Insurance Full time

    Stay safe online. Now more than ever it’s important to be cybersafe. See Santam’s tips to help you stay safe online. Learn more. Santam Operations: Commercial Portfolio Management has a position available for an Insurance Consultant who will be based in Johannesburg (Hill On Empire, Parktown) . The insurance consultant role is focused on providing an...

  • Short Term Insurance Broker Bedfordview

    2 weeks ago

    Johannesburg, South Africa Ultra Personnel Full time

    Leads are provided by the Call Centre Team and Life Brokers You will have a dedicated Secretary / Admin Assistant Obtain competitive quotes from various Insurance Providers Minimum 3 years short term sales experience RE 5 is essential Relevant financial qualification / minimum of 120 credits Commercial and Personal insurance lines experience is...

  • Insurance Consultant

    7 days ago

    Johannesburg, South Africa Santam Insurance Full time

    Stay vigilant. Santam has been made aware of a malicious e-mail instructing policyholders to claim a refund within 24-72 hours. This is a scam, Santam will only communicate through their broker or official channels. Learn more. Santam Operations, Commercial Contact Centre have career opportunities available for Insurance Consultants based in Johannesburg...