Manager, Insurance Wealth Insure KZN
5 days ago
Overview Business Segment: Insurance & Asset Management To source and secure new HNW individual Personal Insurance customers. The role will require a face to face interaction with high net worth customer market which always requires professional conduct. Providing a comprehensive array of customised Insurance solutions tailored to meet these customer’s needs. Offer continuous, close, professional and personal attention service to newly acquired and existing customers by assisting and administering the customer’s policy. Ensure all short-term insurance needs in terms of assisting with claims, cover required, and annual renewal of the policy is provided to the customer on a personal, professional and efficient manner. Always ensure an excellent customer experience and ensure the six Treating Customer Fairly outcomes dictate behaviour, engagement action and advice given to customer. The position will require frequent travelling to meet with existing and potential clients and be able to works independently in the absence of supervision / assistance. When required, visits, delivers (and/or collects) documents and relevant information from HNW customers’ homes or offices at the convenience of the customer. Responsibilities Source and secure new HNW individual Personal Insurance customers. Engage with high net worth customers face to face, maintaining professional conduct. Provide a comprehensive array of customised Insurance solutions tailored to meet customers’ needs. Offer continuous, close, professional and personal attention service to newly acquired and existing customers by assisting and administering the customer’s policy. Ensure all short-term insurance needs are addressed: assisting with claims, arranging cover, and annual renewal of the policy in a personal, professional and efficient manner. Deliver an excellent customer experience and apply the six Treating Customer Fairly outcomes to behaviour, engagement, and advice given to customers. Travel frequently to meet with clients and work independently in the absence of supervision/assistance. Visit and/or deliver (and/or collect) documents and relevant information from HNW customers’ homes or offices as required. Qualifications Full Qualification as recognised by the Registrar Fit and Proper - FSCA Higher Certificate Short-term Insurance Relevant business-related tertiary qualification e.g. BA degree/qualification is an advantage Undergraduate degree, or similar (majors in Risk, Finance, Insurance an advantage) and/or Postgraduate or professional qualification in risk and relevant experience an advantage Be prepared to write KI examination should this be required Must have passed FAIS exams min 60 credits – qualification and experience as determined by “Fit and Proper Requirements” of the FAIS legislation. Experience Required Experience as determined by FAIS legislation. A minimum of 5 years previous working experience in a personal short-term insurance (commercial experience would be an advantage) either as a Servicing/Sales Agent, Broker or Insurer. Bancassurance experience preferable. Sound knowledge of personal insurance offering, procedures and products. A good working knowledge of FAIS and FICA legislation. Maven system knowledge would be advantageous Sales and negotiation skills. Excellent verbal and written communication skills Previous portfolio Insurance relationship management experience (5 years in total) as an
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Manager, Insurance Wealth Insure KZN
6 days ago
Durban, South Africa Standard Bank of South Africa Limited Full timeOverview Business Segment: Insurance & Asset Management To source and secure new HNW individual Personal Insurance customers. The role will require a face to face interaction with high net worth customer market which always requires professional conduct. Providing a comprehensive array of customised Insurance solutions tailored to meet these customer’s...
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Learnership - Long Term Insurance
4 weeks ago
Durban, South Africa Medical Aid, Bank, Insurance, Invest & Vitality Full timeOverview Discovery Health (KZN Service Team) Learnership: Long Term Insurance About Discovery Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose and whose own values align with those of Discovery. Our fast-paced and dynamic...
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Sales Executive
2 days ago
Durban, South Africa dastile wealth insure Full time**OFFICE SALES EXECUTIVE - OPPORTUNITY AWAITS!!!** Dastile Wealth Insure has an office in Durban. We have an opportunity for 5 Office Sales Executive. **Location**: Durban **Remuneration**: - Basic salary up to R10 000 - Commission plus Incentives **Requirements**: - Minimum 2 years’ experience - Insurance and sales experience - RE1 or RE5 a...
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Risk Consultant
4 weeks ago
Durban, South Africa Nedbank Private Wealth Full timeRisk Consultant Job Requisition - Closing Date - 23 September 2025 Location - KZN Cluster - Nedbank Wealth - Division - Nedbank Insurance Preference will be given to applicants from Underrepresented Groups Job Family Sales And Services Leadership Pipeline Manage Self : Technical FAIS Affected FAIS Affected - Yes Job Purpose To attain new and expand existing...
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Healthcare Insurance: Medical Service Provider
2 weeks ago
Durban, South Africa BQuad Solutions Full timeBusiness Development Consultant required to develop integrated medical service provider networks within the KZN region for a rapidly growing primary healthcare insurance provider. Duties & Responsibilities - Development of integrated medical service provider networks within the KZN region identifying any access gaps - Building relationships with various...
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Junior Sales Manager
4 days ago
Durban, South Africa AllLife Insurance Full time**Job description** AllLife is looking for passionate, talented and highly successful **Junior Sales Manager - Insurance Sales Division** to take one of our sales teams to the next level. We are looking for someone who leads from the front, who is hungry to grow personally and bring a new dynamic to our team, someone who is exceptional at supporting,...
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Durban, South Africa GCI Wealth Full timeA Financial Service Provider based in Hilcrest Kwazulu Natal, is currently looking for an experienced and qualified Administrator, who will assist the Wealth Manager with the presales administration process, the product implementation administration process, and the post administration process. This involves working with various insurance companies, clients...
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Durban-Based Financial Advisor
5 days ago
Durban, South Africa Indwe Risk Services Full timeA leading insurance brokerage in Durban is seeking a dynamic individual for an insurance role. You will be responsible for developing sales plans, maintaining client relationships, and delivering excellent customer service while ensuring compliance with regulatory standards. A minimum qualification of Matric and an NQF L5 in Wealth Management is required,...
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Wealth Manager
3 weeks ago
Durban, South Africa nedbank Full timeBusiness Unit - Nedbank Private and Wealth - High Net Worth Closing Date - 19 November 2025 Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups Job Family Investment Banking Manage Others (MO) FAIS Affected FAIS Affected - Yes Job Purpose To manage clients wealth needs through an ongoing advisory process to...
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Primary Healthcare Insurance: Medical Service
2 weeks ago
Durban, South Africa BQuad Solutions Full timeDuties & Responsibilities - Development of integrated medical service provider networks within the KZN region identifying any access gaps - Building relationships with various medical service providers through regular visits over an extensive area - Meeting targets and regulatory requirements - Development of action plans to support provider practices to...
