Insurance Planning Specialist

7 days ago


Pretoria, Gauteng, South Africa Liberty Standard Bank Group 2 Full time

**About Us:** Liberty Standard Bank Group 2 is a leading financial institution that values client-centricity and innovative thinking. Our team of experts is dedicated to providing exceptional service and tailored solutions for our clients.

Job Description:
  • We are seeking a highly skilled Financial Adviser to join our team, responsible for conducting thorough financial needs analysis for both Life and Investment planning needs.
  • The ideal candidate will utilise their expertise to provide high-quality financial advice to customers, grow their client base, and prospect for new clients.

Responsibilities:

  • Prospect for new business opportunities and build long-lasting relationships with existing clients.
  • Conduct comprehensive financial needs analysis to identify areas for growth and improvement.
  • Provide expert financial advice to clients, focusing on risk management and strategic planning.

Benefits:

  • Ongoing accredited training and development opportunities.
  • Competitive commission earning potential and passive income creation.

Requirements:

  • Matric (grade 12) or NQF level 4 qualification.
  • RE5 certification an advantage.
  • Clear Credit and Criminal records.
  • FAIS Compliance.
  • At least two years of work experience in sales or marketing.

Skills:

  • Good business acumen and proactive approach.
  • Able to cope with pressure and meet deadlines.
  • Excellent communication skills (verbal and written).


  • Pretoria, Gauteng, South Africa Hollard Insurance Full time

    Hollard Insurance values diversity and inclusion in the workplace.We are seeking a skilled Insurance Claims Specialist to join our team.The successful candidate will be responsible for managing insurance claims, working closely with customers, and resolving issues efficiently.The ideal candidate will have a strong understanding of insurance claims processes,...


  • Pretoria, Gauteng, South Africa Hollard Insurance Full time

    About Hollard InsuranceWe design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.In MotoVantage, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious.The role of Service Plan Coordinator requires you to...


  • Pretoria, Gauteng, South Africa MiWay Insurance Limited Full time

    At MiWay Insurance Limited, we believe in cultivating a positive and dynamic working environment that gives employees freedom and opportunity to succeed. We are passionate about service excellence, convenience, and offering clients superior value products.We are seeking a highly motivated and experienced individual to join our Broker Department as a Business...


  • Pretoria, Gauteng, South Africa Talentcru Full time

    Talentcru has a unique approach to insurance sales that prioritizes community education and protection.We work closely with the Integrity Marketing Organization, a leading force in the industry.As an Insurance Sales Specialist, you will be responsible for creating custom solutions for clients and ensuring they receive top-notch support.Main Tasks:Conduct...


  • Pretoria, Gauteng, South Africa TWK Agri (Pty) Ltd. Full time

    Galinco Risk Services, part of TWK Agri (Pty) Ltd., is seeking a highly skilled Insurance Service Specialist to join their team in Krugersdorp, Gauteng.Responsibilities include servicing existing Personal Lines clients via phone calls, attending to client queries and changes, and telephonically renewing client policies.The ideal candidate will source new...


  • Pretoria, Gauteng, South Africa Specialist Confectionery Full time

    Business Development Specialist - Pretoria - Specialist ConfectioneryDescriptionSpecialist Confectionery is an innovative company looking for a skilled Business Development Specialist to join its dynamic team. This role requires a strategic thinker who can develop and execute business plans, leveraging industry insights to drive sales growth and improve...


  • Pretoria, Gauteng, South Africa Specialist Confectionery Full time

    Job OpportunitySpecialist Confectionery is seeking a Team Lead Confectionery Specialist to lead our sales team. As a key member of our team, you will be responsible for driving sales growth, improving customer satisfaction, and ensuring operational efficiency.Key Responsibilities:Develop and implement strategic plans to increase sales and improve customer...


  • Pretoria, Gauteng, South Africa Smollan Activation Full time

    About Smollan ActivationWe are a dynamic team at Smollan Activation, where we believe in making insurance simple, accessible, and fun.Job Summary: As an Insurance Product Support Specialist, you will be the voice of our company, handling inbound and outbound calls with flair, providing top-notch support to our valued customers.Key Responsibilities:Customer...


  • Pretoria, Gauteng, South Africa JustTheJob Full time

    We are looking for a seasoned Insurance Underwriting Specialist to join our team at JustTheJob. As a Senior Underwriter, you will play a critical role in our Professional Indemnity department, where you will be responsible for evaluating and managing risk.Main Responsibilities:Evaluate insurance proposals for new and renewal business, gathering and assessing...

  • Insurance Specialist

    2 hours ago


    Pretoria, Gauteng, South Africa Smollan Activation Full time

    About Smollan Activation">We are a leading provider of insurance solutions in South Africa, dedicated to making insurance simple, accessible, and fun for our customers.


  • Pretoria, Gauteng, South Africa Talentcru Full time

    Talentcru is dedicated to revolutionizing insurance sales by emphasizing education and community involvement.We partner with the Integrity Marketing Organization to deliver exceptional results.As an Insurance Sales Specialist, your key responsibilities will include developing customized solutions for clients and providing unparalleled support.Core...


  • Pretoria, Gauteng, South Africa Shoprite Group Of Companies Full time

    As a Planned Maintenance Specialist, you will play a vital role in developing and implementing a comprehensive maintenance strategy. This will focus on improving plant and machinery performance, reducing downtime, and increasing overall efficiency.Main ResponsibilitiesDevelop and implement a high-quality maintenance plan that aligns with our internal...


  • Pretoria, Gauteng, South Africa Thungela Full time

    Job OverviewAt Thungela, we are dedicated to providing top-notch benefits to our clients. As a Talent Acquisition Specialist, you will play a crucial role in helping us achieve this goal.We are seeking an experienced Insurance Sales Specialist who is passionate about delivering exceptional customer service and building long-lasting relationships with our...


  • Pretoria, Gauteng, South Africa Mc Technology Staffing Full time

    About the RoleThis position plays a vital role in ensuring the smooth execution of the Business Unit Annual Outages. As Manufacturing Planning Specialist, you will create and maintain consolidated or master plans for ongoing or cyclic updates to the BOP and BU Leadership.Coordination with brewery Technical Services Managers, Section Engineers, Maintenance...


  • Pretoria, Gauteng, South Africa SkillsMap Full time

    Job DescriptionSkillMap is looking for a skilled Insurance Claims Specialist to join our team in Bedfordview. As a key member of our claims administration department, you will be responsible for providing exceptional claims advice and administration services to our clients.Key ResponsibilitiesTo provide stakeholders with efficient claims advice and...


  • Pretoria, Gauteng, South Africa Sanlam Limited Full time

    About the RoleThis is an exciting opportunity to join our team as an Insurance Consultant in Centurion. The successful candidate will provide end-to-end service and support to brokers, ensuring a seamless experience for our clients.Key Responsibilities:Service broker requests, including enquiries.Provide telephonic/email support to intermediaries, authorised...


  • Pretoria, Gauteng, South Africa Specialist Confectionery Full time

    Job Title: Operations Excellence SpecialistDescription:Achieving operational excellence is essential for the Confectionery Business Development Specialist role. This involves driving sales growth, leading operational improvement initiatives, and building high-performing teams.Responsibilities:Strategic Retail Planning: Drive sales growth through effective...


  • Pretoria, Gauteng, South Africa Firstrand Full time

    Job DescriptionFirstrand is seeking a Financial Planning Specialist to join our team. The successful candidate will have a strong background in financial planning and control, with experience in import and distribution.Key ResponsibilitiesDevelop and maintain effective relationships with stakeholders, including sales staff, group finance, and executive...


  • Pretoria, Gauteng, South Africa Hollard Insurance Full time

    Hollard Insurance is a leading provider of insurance solutions in South Africa. We are seeking a skilled Claims Administrator to join our team.The successful candidate will be responsible for administrating claims on service plans, maintenance plans and warranties. This includes interacting positively with groups or teams, participating in a learning and...

  • CFO - Insurance

    4 weeks ago


    Pretoria, Gauteng, South Africa Hire Resolve Full time

    Job Title: Chief Financial Officer (CFO) - Insurance Location: Germiston Company: Insurance Firm Position Type: Full-time Overview: Hire Resolve is seeking a highly experienced and strategic Chief Financial Officer (CFO) to join our client's team in the insurance industry. The ideal candidate will have a deep understanding of financial management, risk...