Insurance Risk Consultant

2 weeks ago


Cape Town, Western Cape, South Africa Ultra Personnel : Pharmaceutical, Insurance, Engineering Full time

We are seeking a seasoned Insurance Risk Consultant to join our team at Ultra Personnel. As a key member of our Pharmaceutical, Insurance, Engineering division, you will be responsible for providing expert risk management advice to clients in the Western Cape branch.

Key Responsibilities
  1. Utilize your minimum 5 years' experience as a Broker Consultant or Life Insurance Agent/Financial Advisor to deliver exceptional risk consulting services.
  2. Analyze and identify Life and Short-Term Insurance (STI) opportunities within client bases.
  3. Prepare comprehensive advice documents and implement agreed solutions for clients.
  4. Develop and maintain strong relationships with financial planning partners and clients.

As an ideal candidate, you possess a bachelor's degree in commerce, finance, or investments and have a qualification recognized by the FSCA for FAIS purposes. Proficiency in xPlan is an added advantage. You must be fully computer literate and possess excellent communication and negotiation skills.


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