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Pension and Insurance Expert

7 days ago

Randburg, Gauteng, South Africa Oxyon Human Capital Solutions Full time
Role Summary

Oxyon Human Capital Solutions is seeking an experienced professional to join our team as a Pension and Insurance Expert.

The successful candidate will have a strong background in financial services, particularly in long-term insurance, and be passionate about helping clients achieve financial security and peace of mind.

In this role, you will be responsible for advising clients on their long-term insurance needs, providing customized financial solutions, and ensuring compliance with regulatory requirements.

Key Tasks:
  • Develop and implement customized financial solutions for clients.
  • Build and maintain strong relationships with clients, growing your client base and working towards achieving sales targets.
  • Conduct needs analysis to determine the most suitable long-term insurance solutions for clients.
  • Provide expert advice on long-term insurance products, including life, disability, critical illness, and retirement planning.
  • Ensure compliance with regulatory requirements, including FAIS, FICA, and other relevant legislation.