Menu Close

North Johannesburg: Insurance Advisor Assistant

Advertisement



Job Description

About the Role

We are seeking an experienced Insurance Advisor Assistant to join our team in North Johannesburg. As a key member of our financial services department, you will be responsible for processing and submitting new long-term insurance and investment applications, as well as providing exceptional client service.

Key Responsibilities

  • Process and submit new long-term insurance and investment applications timeously and accurately
  • Liaise with product providers (insurers & investment houses) to track applications through to issue stage
  • Follow up on outstanding requirements with clients and service providers
  • Prepare and issue policy schedules and confirmation documents
  • Handle client queries regarding existing policies and investments
  • Process servicing requests: beneficiary changes, premium amendments, policy updates, switches, withdrawals and cancellations
  • Prepare annual portfolio reviews and statements when required

Requirements

  • Matric or relevant NQF qualification RE5 qualification or willing to obtain within a year
  • Minimum 35 years relevant administration experience in a financial services environment (investments & long-term insurance)
  • Proven experience in new business processing and client servicing
  • Knowledge of major product providers (Liberty, Discovery, Momentum, Sanlam, Allan Gray, Investec, etc.)

Qualifications

  • NQF Level 4 or 5 in Financial Planning / Wealth Management

Salary & Benefits

  • Salary: [Salary information not provided]
  • Benefits: [Benefits information not provided]

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Accounting / Finance Jobs in Johannesburg

When it comes to the accounting and finance sector in Johannesburg, South Africa, typically, this field is considered a stable and secure area for job seekers. The demand for skilled professionals in this space remains strong due to the country’s growing economy and increasing complexity of financial regulations. As a result, common job opportunities can be found across various industries.

View Job  Parow: Credit Manager posted by AtripleA recruitment & temps

In terms of salary expectations, it is generally true that accounting and finance professionals in Johannesburg can expect broad ranges that vary depending on factors such as experience, company size, industry sector, and specific role within the organisation. For example, entry-level positions may start at around R200 000 to R300 000 per annum, while senior roles can range from R500 000 to over R1 million per year, depending on individual qualifications, performance, and industry norms.

To succeed in this field, common skills are typically required, including strong technical knowledge of accounting principles, financial analysis, and problem-solving abilities. Soft skills such as communication, teamwork, and time management are also essential for professionals working in this space. Other valuable skills include proficiency in accounting software, data analysis, and business acumen. It’s worth noting that experience, particularly with reputable firms or industries like the technology sector, can significantly impact salary expectations.

The finance and accounting industry is diverse, with various sectors employing these roles, such as financial services, technology, manufacturing, and more. Financial services sector often employs accountants to assist with compliance and risk management, while the technology industry may require professionals to work on financial planning, budgeting, and forecasting.

For career development, it’s common for accounting and finance professionals to start in entry-level positions before moving into specialist roles or leadership positions within their organisation. Opportunities for advancement can also be found through professional certifications such as CA (South Africa) or CIMA (Chartered Institute of Management Accountants), which demonstrate expertise and commitment to the field. Additionally, many firms offer training and development programs that support career progression and specialisation in specific areas, such as audit, taxation, or financial planning.

View Job  Stellenbosch: Financial Manager (Agricultural investments) posted by Datafin


This information provides general career guidance. Actual salaries and requirements vary by employer.



GO APPLY NOW

Safe & secure application process

Advertisement


Advertisement



Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in North Johannesburg, Johannesburg


Job Seeker Tip

Dress professionally for interviews, even if the company has a casual dress code.

How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

JVR Jobs connects you with employers – we don’t process applications directly.

Latest Job Opportunities

Johannesburg North: Financial Controller posted by Network Finance

Jobs in Central Johannesburg April 22, 2026
Accounting Management Finance Network Finance

Our client, a well-established and growing organization within the hospitality industry, is seeking an experienced Financial Controller to join their...

View Job  Midrand: Channel Developers (Chanel Sales Manager)
View Job

Pretoria: Professional Assistant posted by Hire Resolve

Jobs in Gauteng April 22, 2026
Hire Resolve Other Administration PA Secretary

A dynamic and growing organisation within the resources sector is seeking a highly organised and proactive Professional Assistant to support…

View Job

Cape Town: Back Office Team leader posted by Hire Resolve

Jobs in Cape Peninsula April 22, 2026
Hire Resolve Other Management

A well-established international organisation specialising in enhancing customer journeys, travel assistance, and loyalty programmes is looking for a Back...

View Job

Durbanville: Internal Sales Consultant/Administrator posted by West Coast Personnel

Jobs in Cape Peninsula April 22, 2026
Hospitality Management tourism West Coast Personnel

What You’ll DoHandle all aspects of bookkeeping: debtors, creditors, and general accounting.Provide a professional first impression: greet visitors, manage...

View Job

Gauteng: Reinsurance Manager – Non Life (Cell Captive) posted by Psybergate

Jobs in Gauteng April 22, 2026
Other Insurance Psybergate

What you will be doing:Lead and manage the non-life reinsurance division, including reinsurance accounting and claims support functionsDrive the delivery…

View Job

Gauteng: Financial Manager posted by Salix Recruitment

Jobs in Gauteng April 22, 2026
Accounting Other Finance Salix Recruitment

Drive Financial Excellence in a Global Manufacturing Leader! Are you a strategic financial leader with a knack for driving results…

View Job

Browse Employers

View All

Job Alerts


Share this to someone who needs a job:
Posted in Jobs in Central Johannesburg, Jobs in Johannesburg, Jobs in North Johannesburg

More Jobs in Your Area