680 Insurance Advisor jobs in South Africa

Insurance Advisor

Johannesburg, Gauteng Tyron Consultancy

Posted 18 days ago

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Job Description

Insurance Advisor required in Bedfordview, Johannesburg.

Are you a young, motivated, and energetic salesperson with excellent English skills? Do you want your earnings to be determined by your work ethic, drive, and ambition?

Look no further! We’re seeking resilient, dynamic sales consultants to join our growing team at our head office in Bedfordview.

Who We’re Looking For:

  • Young, ambitious individuals
  • Recent matriculants are welcome!
  • Sales-oriented individuals with a passion for growth

If this sounds like you, we want to meet you! Apply today to be part of a company where your success knows no limits.

Duties & Responsibilities:

  • Attaining New Dealers
  • Maintaining Relationships with Dealers
  • Quoting Clients
  • Sales
  • To contact dealers and ensure relationship building to increase the number of leads received and ultimately sales made.
  • Meeting minimum daily call targets.
  • Adding new dealers to dealer book.
  • Adding new dealers on CURA.
  • Maintaining relationships with new and current dealers through calls, emails and via WhatsApp.
  • Gathering information from clients in order to provide them with insurance quotes.
  • Explain to customers about new products and benefits, ensure all knowledge of insurance products is up to date.
  • Selling the relevant quote to the client and assisting them in making an informed decision regarding their insurance cover.
  • Perform customer negotiations and reach a fair conclusion.
  • Liaising with Underwriting: make sure the client has been transferred to Underwriting to get the policy underwritten.
  • Ensure that all admin is completed daily.
  • At all times, update Cura with all details pertaining to last conversation with client.
  • ILD test – attending training and passing tests on a monthly basis.
  • Perform all other assigned duties.

Requirements:

  • MATRIC – NON NEGOTIABLE
  • Call center experience – HIGHLY beneficial
  • Sales experience – beneficial
  • Retail experience – beneficial

Key Competencies:

  • Negotiation Skills: Ability to communicate, persuade clients to reach a compromise.
  • Communication Skills: written and verbal: the capacity to clearly present information.
  • Building Relationships: Capacity to establish constructive and effective relationships.
  • Performance Driven: Ability to be motivated to take action, seize opportunities and pursue goals.
  • Managing Self: Capacity to plan, organise and control own working environment by setting appropriate priorities and achieving set objectives within a given time frame

Salary: R8 000 per month + uncapped commission.

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Business Insurance Advisor

Gauteng, Gauteng B-Sure Talent Solutions

Posted 4 days ago

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Job Description

Commercial Insurance Sales Consultant

Our dynamic Insurance brokerage is currently seeking the expertise of a Commercial Insurance Sales Consultant to join our team.

The successful candidate will be required to be on the road, doing what they do best!

Desired Experience & Qualification
  • Matric
  • NQF4 (150 credits)
  • RE5
  • Unendorsed Driver's License and own Car
  • Clear ITC and Criminal record
Package & Remuneration

Salary on offer: Negotiable based on experience

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Credit Insurance Advisor

Johannesburg, Gauteng ExecutivePlacements.com - The JOB Portal

Posted 18 days ago

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Job Description

Join to apply for the Credit Insurance Advisor role at ExecutivePlacements.com - The JOB Portal

3 days ago Be among the first 25 applicants

Join to apply for the Credit Insurance Advisor role at ExecutivePlacements.com - The JOB Portal

SUMMARY:

Our client is a respected financial services provider specialising in risk and insurance solutions for corporate clients across various sectors. With a strong footprint in the credit insurance market, they are seeking a motivated and technically skilled individual to join their Trade Credit division in a junior management capacity.

Credit Insurance Advisor

Recruiter:

Network Recruitment

Job Ref:

NFR006913/Angie

Date posted:

Wednesday, July 9, 2025

Location:

Johannesburg, South Africa

SUMMARY:

Our client is a respected financial services provider specialising in risk and insurance solutions for corporate clients across various sectors. With a strong footprint in the credit insurance market, they are seeking a motivated and technically skilled individual to join their Trade Credit division in a junior management capacity.

POSITION INFO:

As a Junior Trade Credit Broker, you will support the placement, servicing, and management of trade credit insurance policies for a portfolio of corporate clients. The ideal candidate will have prior experience in trade credit insurance broking and a solid understanding of credit risk, policy structures, and client servicing within the credit insurance space.

Key Responsibilities:

  • Assist in the structuring, placement, and renewal of trade credit insurance policies with both local and international underwriters.
  • Maintain and grow client relationships by providing proactive advice, policy servicing, and renewal support.
  • Analyse clients’ credit exposures and identify suitable insurance solutions to mitigate risk.
  • Coordinate with underwriters to negotiate competitive terms and ensure compliance with market practices.
  • Assist with claims notifications, documentation, and follow-ups.
  • Prepare policy documents, endorsement instructions, and relevant reporting.
  • Support senior brokers and client executives with administrative, technical, and client-facing responsibilities.
  • Keep up to date with developments in the credit insurance market and contribute to product innovation and improvement.

Minimum Requirements:

  • 3–6 years of experience in trade credit insurance, preferably within a broking environment.
  • Familiarity with trade credit products such as whole turnover policies, excess of loss, and political risk cover.
  • Strong understanding of credit risk principles and client financials.
  • Exceptional communication and negotiation skills.
  • Proficient in MS Office Suite; experience with credit analysis tools is an advantage.
  • A relevant qualification in insurance, finance, or risk management is preferred.
  • RE5 and/or FAIS compliance advantageous.

Key Competencies:

  • Strong client service orientation with a commercial mindset.
  • Analytical and detail-focused.
  • Able to manage multiple client needs and timelines.
  • Works well under pressure in a fast-paced, team-driven environment.
  • Eagerness to grow into a more senior client-facing broking role.

What’s On Offer:

  • A dynamic, growing team with strong mentorship opportunities.
  • Exposure to top-tier insurers and corporate clients.
  • Competitive remuneration package and benefits.
  • Opportunity for career progression within the trade credit space.

If you are interested in this opportunity, please apply directly. For more finance jobs, please visit

If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.

We also invite you to contact us to discuss your next career move in finance!

For more information, contact:

Angelique Jardim

Specialist Recruitment Consultant



Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Sales and Business Development
  • Industries Advertising Services

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Business Insurance Advisor Bedfordview

Gauteng, Gauteng B-Sure Talent Solutions

Posted 4 days ago

Job Viewed

Tap Again To Close

Job Description

Commercial Insurance Sales Consultant

Our dynamic Insurance brokerage is currently seeking the expertise of a Commercial Insurance Sales Consultant to join our team.

The successful candidate will be required to be on the road, doing what they do best!

Desired Experience & Qualification
  • Matric
  • NQF4 (150 credits)
  • RE5
  • Unendorsed Driver's License and own Car
  • Clear ITC and Criminal record
Package & Remuneration

Salary on offer: Negotiable based on experience

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Long-term Insurance Sales Advisor

Gauteng, Gauteng Liberty Standard Bank Group

Posted today

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Job Description

Long-Term Insurance Financial Advisor / Planner Needed Liberty has Financial Advisors positions available for the Cream of The Crop Sales Experts! If you dont have experience as a Financial Advisor, no problem we provide cutting edge training and ongoing learning to make sure all our Financial Advisors succeed. We are looking for motivated and target driven professional individuals that provides accurate, professional, and quality advice to clients, to be trusted by clients and building long lasting relationships and assisting clients in achieving their financial goals. This is what makes us different - We challenge the status quo, we push the boundaries of what is possible, by providing quality advise that can change people's lives, save them money and make their world a better place." Duties & Responsibilities Assisting clients with their financial needs, meeting with clients and doing a full needs analysis to determine what is needed for clients to meet their needs and aspirations. Performing market research to stay on top of current financial trends Networking and socializing to recognise new potential clients Identifying and pursuing potential clients to maintain a strong client base Building lasting relationships and advising clients on what we have to offer with every stage of their live Requirements: National senior certificate is non-negotiable Clear criminal and credit record FSCA recognised qualification will be an advantage RE5 will be an advantage Long-term Insurance Class of Business Training will be an advantage Strong Sales Acumen Min 2 years' experience in the Sales / Customer Services / Account Management space Previous individual long-term life insurance experience would be an advantage but not a must Requirements: Own laptop Networking skills Strong Client base Wi-Fi/Network- if not in the office Package & Remuneration Excellent commission earning potential Ongoing training and development Many other benefits Awards and Recognition Interested? If you are a seasoned Sales expert looking to get into the fast-paced insurance industry and you are looking to join a company where you get paid your worth, we want you. Send your cv to
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Insurance and Wealth Advisor

Gauteng, Gauteng Liberty

Posted 3 days ago

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Job Description

Liberty is expanding its financial advising team.

Join us in developing your own professional practice under the reputable brands of Liberty and Standard Bank.

Enjoy excellent uncapped earning potential, comprehensive training, and attractive benefits and incentives.

Earn 90% commission on products from the first product sold.

This is a sales role.

Your responsibilities will include providing comprehensive financial guidance and tailored recommendations to help clients optimize their financial potential. You will conduct market research, understand clients’ needs, and develop effective financial strategies.

You will also be involved in closing sales and fostering long-term client relationships. The ideal candidate will have strong analytical skills, excellent communication abilities, and a thorough understanding of financial products and services.

Join us to help clients make informed financial decisions for a secure future.

Responsibilities:

  • Assess clients’ overall financial situation, understand their needs, and develop solid financial plans.
  • Guide clients toward profitable and secure financial decisions.
  • Build and maintain a client base, fostering win-win relationships.
  • Network, generate leads, and expand your clientele.
  • Stay updated on industry trends and market research to support financial consulting.
  • Oversee and update financial plans as needed.
  • Comply with all industry rules and regulations.

Requirements:
  • Matric certificate.
  • Tertiary education is an advantage.
  • For experienced candidates, all compliance qualifications are essential.
  • At least 2 years of sales experience.
  • Own a laptop.
  • Hold a valid driver’s license.
  • Own a vehicle.
  • Have an existing network of clients.
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Insurance and Wealth Advisor

Gauteng, Gauteng Liberty

Posted 26 days ago

Job Viewed

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Job Description

Liberty is growing their financial advising force.
br>

Join us in building up your own professional practice under the solid brand of Liberty and Standard Bank.

Excellent uncapped earning potential, full training provided with great benefits and incentives

90% commission paid on products, from product 1.

This is a fais role.





Your role will involve providing comprehensive financial guidance and offering tailored recommendations to help clients maximize their financial potential. You will be responsible for conducting thorough market research, understanding clients’ individual needs, and designing effective financial strategies. < r>
Additionally, you will play a key role in closing sales and building long-term relationships with clients. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a deep understanding of financial products and services.

Join us and help clients make informed financial decisions for a secure future.

Responsibilities:

Assess client’s overall financial picture, understand their needs and develop a solid financial plan < r>Guide clients towards a profitable and secure financial decision
Cultivate client base and build win-win relationships
Network, generate leads and build up clientele
Keep abreast of new industry’s trends and research market to back up financial consulting < r>Oversee the course of the financial plan and update it,
Comply with all industry rules and regulations

Requirements:
Matric

Tertiary education an advantage

If experienced in the field, all compliance qualifications are a must have

2 years sales experience

Laptop

Drivers License

Own car

Network of clients
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Insurance and Wealth Advisor

New
Gauteng, Gauteng Liberty

Posted today

Job Viewed

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Job Description

full-time

Liberty is growing their financial advising force. Join us in building up your own professional practice under the solid brand of Liberty and Standard Bank. Excellent uncapped earning potential, full training provided with great benefits and incentives 90% commission paid on products, from product 1. This is a fais role. Your role will involve providing comprehensive financial guidance and offering tailored recommendations to help clients maximize their financial potential. You will be responsible for conducting thorough market research, understanding clients’ individual needs, and designing effective financial strategies. Additionally, you will play a key role in closing sales and building long-term relationships with clients. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a deep understanding of financial products and services. Join us and help clients make informed financial decisions for a secure future. Responsibilities: Assess client’s overall financial picture, understand their needs and develop a solid financial plan Guide clients towards a profitable and secure financial decision Cultivate client base and build win-win relationships Network, generate leads and build up clientele Keep abreast of new industry’s trends and research market to back up financial consulting Oversee the course of the financial plan and update it, Comply with all industry rules and regulations Requirements: Matric Tertiary education an advantage If experienced in the field, all compliance qualifications are a must have 2 years sales experience Laptop Drivers License Own car Network of clients

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Client Accounting Advisor

Stellenbosch, Western Cape CA Financial Appointments

Posted 6 days ago

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Job Description

Dynamic client accounting team operating in both the UK and SA, focused on building a strong team culture and making a positive impact are looking for an Client Accounting Advisor to join them.

If you have a good base of monthly accounting for clients an would like to join a fun, dynamic and people-centirc team, then we want to hear from you!

Why join this Team?Be part of a dynamic, fast-growing business that puts people and culture firstJoin a team that values challenge, innovation, and making a differenceOpportunity to work with a diverse client base across outsourced servicesExposure to varied work with long-term career progressionWhat you will be doing : Manage a client portfolio and deliver bookkeeping, VAT returns, and management reportingBe the go-to person for client queries and supportProvide software support, including Xero setups and trainingPrepare CIS returns and company secretarial documentsSet up payment runs and handle ad hoc projectsEnsure up-to-date financials and compliance deadlines are metCommunicate directly with clients and internal teamsIdentify and implement process improvementsWhat we are looking for : Minimum of a BComm degree / SAIPA articles and 2 years accounting firm experienceBasic VAT knowledgeExperience using Xero and Excel Strong attention to detail and communication skillsAbility to manage workload and meet deadlinesOpen to learning and a team-oriented attitudeUnique Aspects & Benefits : Supportive, fun, and sociable team cultureStrong focus on personal and professional developmentDirect client exposure and varied workReal opportunity to add value and build long-term relationshipsPlease note if you haven't heard back from us within two weeks of submitting your application, unfortunately your application has not been successful this time.

We'd still love to stay connected, follow us online and keep an eye out for future opportunities that match your profile.

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Client Accounting Advisor

Stellenbosch, Western Cape CA Financial Appointments

Posted 10 days ago

Job Viewed

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Job Description

Dynamic client accounting team operating in both the UK and SA, focused on building a strong team culture and making a positive impact are looking for an Client Accounting Advisor to join them. If you have a good base of monthly accounting for clients an would like to join a fun, dynamic and people-centirc team, then we want to hear from you!

Why join this Team?

  • Be part of a dynamic, fast-growing business that puts people and culture first
  • Join a team that values challenge, innovation, and making a difference
  • Opportunity to work with a diverse client base across outsourced services
  • Exposure to varied work with long-term career progression

What you will be doing:

  • Manage a client portfolio and deliver bookkeeping, VAT returns, and management reporting
  • Be the go-to person for client queries and support
  • Provide software support, including Xero setups and training
  • Prepare CIS returns and company secretarial documents
  • Set up payment runs and handle ad hoc projects
  • Ensure up-to-date financials and compliance deadlines are met
  • Communicate directly with clients and internal teams
  • Identify and implement process improvements

What we are looking for:

  • Minimum of a BComm degree / SAIPA articles and 2 years accounting firm experience
  • Basic VAT knowledge
  • Experience using Xero and Excel
  • Strong attention to detail and communication skills
  • Ability to manage workload and meet deadlines
  • Open to learning and a team-oriented attitude

Unique Aspects & Benefits:

  • Supportive, fun, and sociable team culture
  • Strong focus on personal and professional development
  • Direct client exposure and varied work
  • Real opportunity to add value and build long-term relationships

Please note if you haven't heard back from us within two weeks of submitting your application, unfortunately your application has not been successful this time. We'd still love to stay connected, follow us online and keep an eye out for future opportunities that match your profile.

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