65 Insurance Broker jobs in South Africa
Short-term Insurance Adviser Knysna
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Sanlam Life Ltd is one of the top financial services providers in the South African market.
We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth.
Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth.
This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?1. Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlambrand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
2. Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
3.Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review clientââ¬â¢s portfolio annually by undertaking the above steps.
4. Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
5. Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Grade 12
Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Knowledge and SkillsFinancial advice and support
Production target achievement and budgeting
Compliance and risk management
Client relationship management
Financial planning and recommendations
Personal AttributesCommunicates effectively - Contributing independently
Tech savvy - Contributing independently
Action orientated - Contributing independently
Interpersonal savvy - Contributing independently
Persuades - Contributing independently
Build a successful career with usWe’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth.Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core CompetenciesCollaborates - Contributing independently
Being resilient - Contributing independently
Drives results - Contributing independently
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Turnaround timeThe shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformationThe Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.
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Insurance Broker
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- 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.
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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 Associate
- Employment type Full-time
- Job function Sales and Marketing
- Industries Financial Services and Insurance Agencies and Brokerages
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#J-18808-LjbffrCommercial Insurance Broker
Posted 22 days ago
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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.
#J-18808-LjbffrLife Insurance Broker - Bedfordview
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Life Insurance Broker - Umhlanga
Posted today
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Short-Term Insurance Broker – Claims
Posted 1 day ago
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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:
Broker (Long-Term Insurance)
Posted 9 days ago
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Join to apply for the Broker (Long-Term Insurance) role at TWK Agri
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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 SummaryWe 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
- 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.
- Entry level
- Full-time
- Sales and Business Development
- Paper and Forest Product Manufacturing
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Sign in to set job alerts for “Insurance Broker” roles. #J-18808-LjbffrBroker (Long-Term Insurance)
Posted 9 days ago
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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
- 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)
Posted 9 days ago
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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
Broker (Long-Term Insurance)
Posted today
Job Viewed
Job Description
Broker (Long-Term Insurance)
Posted today
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