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Financial Services Expert

2 weeks ago

Johannesburg, Gauteng, South Africa The Recruitment Council Full time

The Recruitment Council is seeking a highly skilled Financial Services Expert to join their team. As a Commercial Account Executive, you will be responsible for providing specialist financial advice and excellent service to clients.

This role requires strong technical skills, with the ability to apply expert business knowledge to understand client operations. You will need to provide professional and tailored insurance advice to clients, adhering to the company's quality standard and broader regulatory frameworks.

Key responsibilities include:

  • Applying expert business knowledge to understand client operations
  • Compiling risk profiles of clients' businesses
  • Analyzing current cover and providing advice on updated valuations
  • Conducting market exercises and comparative analysis
  • Delivering presentations of services that address and mitigate risks

You will also be responsible for ensuring accurate, timely, and professional communication with stakeholders, including clients, underwriters, and insurers. Additionally, you will contribute to achieving client satisfaction targets by delivering an excellent client service experience.

To succeed in this role, you will need:

  • RE5 qualification
  • FAIS compliance
  • Excellent communication, client service, and sales skills
  • Driven and self-motivated
  • Valid driver's license and own reliable transport

Please note that 5 years' experience in commercial lines short-term insurance in a client-facing role is required for this position.