65 Insurance Broker jobs in South Africa

Adviser : Short Term Insurance - Quantify MO in Hazyview

Mpumalanga, Mpumalanga Sanlam

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Job Description

Sanlam Life and Savings (SLS) focuses on serving retail and corporate clients in South Africa, developing strategic advantages in the market. SLS comprises Business Units such as Retail Mass, Corporate, Risk and Savings, Glacier, and various enabling functions. The SLS Office provides strategic direction, coordination, and governance oversight to meet business objectives.

What will you do?

The role involves providing professional financial advice, planning, and products to new and existing clients, aiming for high-quality, sustainable business that aligns with business targets. Maintaining long-term client relationships to foster loyalty and ongoing sales is essential, all within a compliant and ethical framework to support the Sanlam Group's growth and reputation.

What will make you successful in this role?

1. Assist in growing the Sanlam Adviser Business

  • Commit to marketing plans and targets aligned with the distribution strategy.
  • Utilize knowledge of market segmentation and customer profiles to support sales growth.

Focus on:

  • Revenue generation (single and recurring premiums)
  • Achieving activity quotas
  • Promoting the Sanlam brand
  • Fair treatment of customers
  • Aligning role with personal career aspirations

2. Networking, prospecting, and leads generation

  • Engage in face-to-face interactions for business opportunities.
  • Prospect through social and business networks, associations, and presentations.
  • Build trust and convert relationships into business.
  • Enhance existing relationships through increased service.
  • Leverage existing sources for opportunities across Sanlam businesses.
  • Create personalized client value propositions.
  • Market via social media.
  • Generate leads through client-focused activities and campaigns.
  • Identify marketing gaps within the middle-high and affluent markets.
  • Request ongoing leads and referrals.
  • Monitor client activities like maturities, cancellations, or surrenders.

3. Client consultations and sales

  • Ensure all client interactions comply with disclosure and advice standards.
  • Conduct comprehensive fact-finding and document findings.
  • Perform financial needs analysis using relevant tools or systems.
  • Provide sound financial planning advice.
  • Present solutions professionally, adhering to Treating Customers Fairly.
  • Use system tools to record and update client information.
  • Review client portfolios annually with the same thorough process.

4. Client Service

  • Maintain ethical, courteous, and professional interactions.
  • Follow up or refer queries promptly.
  • Deliver excellent, value-added service to prevent clients from seeking competitors.
  • Continuously update knowledge and skills.
  • Build and maintain long-term client relationships.

5. Monitoring, Updating, and Reporting

Document and present activities such as:

  • Contacts, appointments, consultations
  • Business issued and revenue against targets
  • Client details updates
  • Workflow and activity entries

Qualifications and Experience

Grade 12, with FAIS 'Fit and Proper' requirements and Regulatory Examination passed if registered with FSCA for over 24 months.

Knowledge and Skills

Financial advice, target achievement, compliance, client management, and financial planning.

Personal Attributes

Effective communication, tech-savviness, action-oriented, interpersonal skills, persuasion.

Build a successful career with us

We prioritize building strong relationships with employees, supporting your career and personal growth through opportunities across our business clusters: Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, MiWay, and the Group Office.

Core Competencies

Collaboration, resilience, results-driven, innovation, customer focus.

Turnaround time

Shortlisting begins after the application deadline. The process duration depends on your progress and manager availability.

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Insurance Broker

Sandton, Gauteng Discovery Limited

Posted 9 days ago

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Job Description

  • Developing and maintaining broker relationships.
  • Review New business pipeline, follow-up and tracking.
  • Issuing of quotations.
  • Technical training of and ongoing product support to Financial Advisors.
  • Dealing with queries and providing information on a range of sales and service issues.
  • Liaising with internal departments on processing issues.
  • Building relationships with internal departments to ensure superior service is offered to clients.
  • Keeping up to date with competitor product and service offering and industry developments.
  • Participating in proactive sales and marketing initiatives.

Qualifications

  • Minimum: 3 years Broker Consulting experience with a proven track record.
  • Insurance qualifications (NQF5 Financial planning or Wealth Management.
  • RE.
  • Own car.
  • Driver's License
  • Own cellphone
Seniority level
  • Seniority level Associate
Employment type
  • Employment type Full-time
Job function
  • Job function Sales and Marketing
  • Industries Financial Services and Insurance Agencies and Brokerages

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Commercial Insurance Broker

Telesure Investment Holdings (TIH)

Posted 22 days ago

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Job Description

workfromhome

A&G Advisory a subsidiary of TIH is growing!

We are looking for ambitious, target driven B2B Sales Professionals in KZN and Western Cape . Our ideal candidate is a self-starter that’s eager to learn (and does so with ease and swiftness) and adept in business-to-business sales.

IN THIS ROLE YOU WILL:

  • Identify markets and formulate market penetration strategies
  • Prospect, Cold Call or canvas in the different markets
  • Present and quote prospective clients
  • Close sale, and maintain relationship
  • Partner with client to ensure client satisfaction and retention
  • Assist clients with queries or claims, by directly engaging relevant departments on behalf of the client
  • Grow your client base (Insurance book) in Business and Personal Insurance

WE BELIEVE THAT YOU:

  • Have 2+ years B2B Sales experience
  • Have experience selling Insurance or interested in starting up in Insurance
  • Can sell any product with the right training
  • Have a base of at-least 80+ business clients
  • Enjoy prospecting, Cold Calling and Canvassing
  • Self-motivated, and eager to make a success of yourself

OUR OFFER

Salary :

We appreciate everyone's efforts and experiences, so we offer an attractive salary that will match your skillset and expertise.

OTHER BENEFITS

  • TIH provides all the tools you will need to succeed (Laptop; Cellphone; data & calling minutes; office space and marketing material)
  • Professional training that will cover product-related topics
  • Insurance brands and Product that you can be passionate about
  • Opportunity to sell 6 different Insurance brands that are current market leaders
  • Unique opportunities to grow professionally being part of a challenging and high-growth environment
  • Medical Aid and Provident Fund
  • Flexible working hours – with targets met consistently

INTERESTED

Submit click apply then submit your last 6 months payslips/ commission sheets to

WHO ARE WE

Telesure Investment Holdings (Pty) Ltd (TIH) is the holding company of some of South Africa's leading and innovative financial institutions. These institutions provide a wide range of financial products and services, including short-term, long-term, and health insurance. Since its inception in 1985 with Auto & General Insurance, TIH has grown to own and manage some of the nation's most loved and recognizable brands. We are dedicated to finding better ways to provide peace of mind to our customers through innovation, technology, and service excellence. TIH is a licensed controlling company that continuously strives for excellence.

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Life Insurance Broker - Bedfordview

Edenvale, Gauteng Catch Recruit

Posted today

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Job Description

Job Summary: We are seeking a detail-oriented and customer-focused individual to join our team as a Life Insurance Broker. The successful candidate will be responsible for understanding clients' insurance needs and recommending suitable life insurance products to meet those needs. The ideal candidate will have excellent communication and negotiation skills, as well as a strong understanding of insurance products and regulations. Responsibilities: - Conducting thorough assessments of clients insurance needs and financial situations - Recommending appropriate life insurance products based on clients needs - Providing clear and accurate information to clients regarding insurance policies and coverage options - Negotiating terms and premiums with insurance companies on behalf of clients - Maintaining detailed records of client interactions and insurance policies - Keeping up-to-date with industry trends, regulations, and changes in insurance products - Building and maintaining strong relationships with clients and insurance providers Qualifications: Minimum requirements: NQF5, RE5, Class of Business Long Term Insurance (Non-negotiable) CFP candidates preferred Minimum of 3 -5 years experience (preferably in sales) Valid drivers license and own vehicle (Non-negotiable) Clear criminal and credit check
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Life Insurance Broker - Umhlanga

Catch Recruit

Posted today

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Job Description

Offers will also be considered in accordance with the candidate's current salary, working experience, qualifications and skill sets. - Commission will be offered on new business sales only. - Commission is paid once off and based on commission received as the broker/intermediary from the insurance company. - No benefits such as petrol or travel allowance, medical aid or pension. Minimum requirements: Minimum Matric with Tertiary Education in Finance related field Non-Negotiable! (NQF5: Wealth Management/ BCom) RE5 Non-Negotiable Relevant Class of Business's in place Fit and Proper Minimum 3 Years in Financial Planning Role Excellent command of Microsoft Excel or related software Experience in working with Professionals and High Net worth clients. Previous Book not a requirement Drivers License and Own Vehicle non-negotiable Responsibilities: Work with company book of clients to meet and review their portfolio providing professional financial advice and offerings. Prospect and obtain new clients in the market to add to its already extensive book Provide financial products and services in a professional manner, building rapport and confidence with the clients. Work with various FSPs and internal departments and communicate effectively and efficiently in resolving concerns or queries. Maintain ongoing communication with clients Develop comprehensive financial plans tailored to individual client Provide advice on investment strategies, retirement planning, estate planning and tax optimization Stay informed about market trends and economic developments Assess clients risk tolerance and recommend appropriate risk management strategies Provide advice on Investment and Risk Products. Identify opportunities for cross-selling and upselling financial services Network with professionals, attend industry events, and participate in marketing initiatives Ensure compliance with industry regulations and ethical standards. Maintain accurate records and documentation. Stay updated on changes in financial laws and regulations. Prepare regular reports for management and clients.
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Short-Term Insurance Broker – Claims

Cape Town, Western Cape Qetello Holdings

Posted 1 day ago

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Job Description

Job Title: Short-Term Insurance Broker – Claims

Location: Durbanville, Cape Town

Salary: Market Related - Negotiable depending on experience

About the Role:

We are seeking an experienced Short-Term Insurance Broker to join our client, a well-established logistics company based in Durbanville, Cape Town. The successful candidate will be responsible for handling and managing all insurance claims (including Heavy Commercial Vehicles and Goods in Transit) within the company. This role requires someone with excellent attention to detail, strong communication skills, and the ability to liaise effectively with insurers, service providers, and internal stakeholders.

Key Responsibilities:

  • Manage the full insurance claims process for HCV, GIT, and related policies.
  • Liaise with insurers, assessors, and repairers to ensure efficient claims handling.
  • Maintain accurate claim documentation and records.
  • Provide advice and guidance to management regarding claims and risk matters.
  • Ensure claims are processed timeously and in compliance with regulations.
  • Build strong working relationships with insurers and stakeholders.

Minimum Requirements:

  • 5+ years’ experience in short-term insurance (claims handling essential).
  • Strong knowledge of HCV and GIT insurance.
  • Fully qualified with RE5, FAIS Credits, and NQF 4 qualification.
  • Valid driver’s licence and reliable transport.
  • Excellent problem-solving and negotiation skills.
  • Professional, trustworthy, and adaptable with strong attention to detail.

Skills & Attributes:

  • Strong organisational and administrative skills.
  • Ability to work independently and manage multiple claims simultaneously.
  • Excellent verbal and written communication skills.
  • Proactive, service-oriented, and deadline-driven.

Remuneration:

Basic Salary: Market Related - negotiable depending on experience

Application:

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Broker (Long-Term Insurance)

Mooirivier, KwaZulu Natal TWK Agri

Posted 9 days ago

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Job Description

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TWK Agri has the following vacancy available: Broker (Long-Term Insurance) within the Insurance department in the Midlands, KwaZulu-Natal.

Job Summary

We are looking to recruit a Long-Term Insurance Broker who is dedicated and specialized in selling long-term insurance (risk and investment). The broker will be responsible for understanding client needs, providing expert advice, and finding the right insurance solutions to fulfill the needs of the client. The role requires building and maintaining client relationships, staying informed about industry trends, and ensuring compliance with all regulatory requirements.

Responsibilities And Duties
  • Identify client financial goals and risk tolerance to advise suitable products
  • Conduct individual risk assessments related to the suitability of products for clients
  • Promote business to increase customer base and grow revenue
  • Develop new business and maintain existing client relationships
  • Stay up-to-date with industry trends, regulatory requirements, and insurance products
  • Ensure all transactions comply with regulatory and company standards
  • Maintain accurate records of client interactions and policy details
Qualifications And Skills
  • Relevant qualification
  • 2+ years industry experience
  • RE Qualification and industry certificates
  • Strong understanding of the long-term insurance industry
  • Experience working with various insurance companies
  • Own vehicle
  • Valid driver’s license

Take the next step in your career with TWK Agri, a trusted leader in agriculture and beyond.

  • The company can expire job adverts at any time at their own discretion.
  • TWK Agri supports the principles of Employment Equity and reserves the right to prioritize candidates in line with our Employment Equity targets.
Seniority level
  • Entry level
Employment type
  • Full-time
Job function
  • Sales and Business Development
Industries
  • Paper and Forest Product Manufacturing

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Broker (Long-Term Insurance)

TWK Agri (Pty) Ltd.

Posted 9 days ago

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Job Description

TWK Agri has the following vacancy available: Broker (Long-Term Insurance) within the Insurance department in the Midlands, KwaZulu-Natal.

Job Summary
We are looking to recruit a Long-Term Insurance Broker who is dedicated and specialized in selling long-term insurance (risk and investment). The broker will be responsible for understanding client needs, providing expert advice, and finding the right insurance solutions to fulfill the needs of the client. The role requires building and maintaining client relationships, staying informed about industry trends, and ensuring compliance with all regulatory requirements.
Responsibilities and Duties

  • Identify client financial goals and risk tolerance to advise suitable products
  • Individual risk assessment – relation to suitability of products for the client
  • Promote business to increase customer base and grow revenue
  • Develop new business and maintain existing client base
  • Stay up-to-date with industry trends, regulatory requirements and insurance products
  • Ensure all transactions comply with regulatory and company standards
  • Maintain accurate records of client interactions and policy details

Qualifications and Skills
  • Relevant qualification
  • 2+ years industry experience
  • RE Qualification and industry certificates
  • Strong understanding of the long-term insurance industry
  • Experience working with a variety of insurance companies
  • Own vehicle
  • Valid driver’s license
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About the latest Insurance broker Jobs in South Africa !

Broker (Long-Term Insurance)

Gauteng, Gauteng TWK Agri (Pty) Ltd.

Posted 9 days ago

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Job Description

TWK Agri has the following vacancy available: Broker (Long-Term Insurance) within the Insurance department at Pretoria, Gauteng.

Job Summary
We are looking to recruit a Long-Term Insurance Broker who is dedicated and specialized in selling long-term insurance (risk and investment). The broker will be responsible for understanding client needs, providing expert advice, and finding the right insurance solutions to fulfill the needs of the client. The role requires building and maintaining client relationships, staying informed about industry trends, and ensuring compliance with all regulatory requirements.
Responsibilities and Duties

  • Identify client financial goals and risk tolerance to advise suitable products
  • Individual risk assessment – relation to suitability of products for the client
  • Promote business to increase customer base and grow revenue
  • Develop new business and maintain existing client base
  • Stay up-to-date with industry trends, regulatory requirements and insurance products
  • Ensure all transactions comply with regulatory and company standards
  • Maintain accurate records of client interactions and policy details

Qualifications and Skills
  • Relevant qualification
  • 2+ years industry experience
  • RE Qualification and industry certificates
  • Strong understanding of the long-term insurance industry
  • Experience working with a variety of insurance companies
  • Own vehicle
  • Valid driver’s license
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Broker (Long-Term Insurance)

TWK Agri Ltd

Posted today

Job Viewed

Tap Again To Close

Job Description

TWK Agri has the following vacancy available: Broker (Long-Term Insurance) within the Insurance department in the Midlands, KwaZulu-Natal. Job Summary: We are looking to recruit a Long-Term Insurance Broker who is dedicated and specialised in selling long-term insurance (risk and investment). The broker will be responsible for understanding client needs, providing expert advice, and finding the right insurance solutions to fulfil the needs of the client. The role requires building and maintaining client relationships, staying informed about industry trends, and ensuring compliance with all regulatory requirements. Responsibilities and Duties: Identify client financial goals and risk tolerance to advise suitable products Individual risk assessment relation to suitability of products for the client Promote business to increase customer base and grow revenue Develop new business and maintain existing client base Stay up-to-date with industry trends, regulatory requirements and insurance products Ensure all transactions comply with regulatory and company standards Maintain accurate records of client interactions and policy details Qualifications and Skills: Matric / Grade 12 Relevant qualification 2 years industry experience RE Qualification and industry certificates Strong understanding of the long-term insurance industry Experience working with a variety of insurance companies Own vehicle Valid drivers license *The company can expire jobs at any time at their own discretion.
This advertiser has chosen not to accept applicants from your region.

Broker (Long-Term Insurance)

TWK Agri Ltd

Posted today

Job Viewed

Tap Again To Close

Job Description

TWK Agri has the following vacancy available: Broker (Long-Term Insurance) within the Insurance department in the Midlands, KwaZulu-Natal. Job Summary We are looking to recruite a Long-Term Insurance Broker who is dedicated and specialized in selling long-term insurance (risk and investment). The broker will be responsible for understanding client needs, providing expert advise, and finding the right insurance solutions to fulfil the needs of the client. The role requires building and maintaining client relationships, staying informed about industry trends, and ensuring compliance with all regulatory requirements. Responsibilities and Duties Identify client financial goals and risk rolerence to advise suitable products Individual risk assessment relation to suitability of products for the client Promote business to increase customer base and grow revenue Develop new business and maintain existing client base Stay up-to-date with industry trens, regulatory requirements and insurance products Ensure all transactions comply with regulatory and company standards Maintain accurate records of client interactions and policy details Qualifications and Skills Relevant qualification 2 years industry experience RE Qualification and industry certificates Strong understanding of the long-term insurance industry Experience working with a variety of insurance companies Own vehicle Valid drivers license Take the next step in your career with TWK Agri, a trusted leader in agriculture and beyond. *The company can expire job adverts at any time at their own discretion. TWK Agri supports the principles of Employment Equity and reserves the right to prioritise candidates in line with our Employment Equity targets.
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