Job Description
Key Responsibilities:
- Manage and review client portfolios, providing professional financial advice.
- Prospect and acquire new clients to grow the portfolio.
- Deliver financial products and services in a professional and client-focused manner.
- Collaborate with Financial Service Providers (FSPs) and internal departments to resolve client queries.
- Maintain regular client communication and build long-term relationships.
- Develop comprehensive financial plans tailored to client needs.
- Provide advice on investments, retirement planning, estate planning, and tax optimisation.
- Assess client risk profiles and recommend appropriate strategies.
- Identify opportunities for cross-selling and upselling services.
- Network with professionals, attend industry events, and contribute to marketing initiatives.
- Ensure compliance with all industry regulations and maintain accurate documentation.
- Prepare regular reports for clients and management.
Key Attributes:
- Client-focused with excellent relationship-building skills
- Strong analytical and problem-solving ability
- Professional communication and presentation skills
- Results-driven with a proactive approach
- Ethical, compliant, and detail-orientated
Requirements:
- Matric with tertiary qualification in Finance (NQF5: Wealth Management / BCom) – Non-negotiable
- RE5 certification – Non-negotiable
- Relevant Class of Business certifications in place
- Fit and Proper status required
- Minimum 3 years’ experience in a Financial Planning role
- Proficiency in Microsoft Excel and related software
- Experience with professionals and high-net-worth clients
- Driver’s license and own vehicle – Non-negotiable
- Existing client book not required
Remuneration:
Basic salary R30 000 – R40 000 plus commission.
**Only shortlisted candidates will be contacted**
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Clerical Insurance Jobs in Gauteng
In the Gauteng region of South Africa, Clerical Insurance positions are generally found within various industries, including those involved in financial services, technology, and other sectors where insurance-related functions are commonly required. Typically, these roles involve administrative tasks such as data entry, policy administration, and customer service, with an emphasis on ensuring accurate and timely processing of claims and policy information.
The salary range for Clerical Insurance positions in Gauteng can vary widely depending on factors such as experience, company size, and industry sector. Generally, salaries tend to be higher in larger corporations and those operating within the financial services sector. Typically, Clerical Insurance roles offer a broad salary range, with common estimates ranging from R400 000 to R800 000 per annum for entry-level positions. However, it’s essential to note that actual salaries can vary significantly depending on individual circumstances.
Common skills required for Clerical Insurance roles include proficiency in Microsoft Office applications, excellent communication and interpersonal skills, attention to detail, and ability to work accurately under pressure. Other important skills often include basic knowledge of insurance principles, experience with claims processing software, and the ability to maintain confidentiality when handling sensitive information. In some cases, working knowledge of accounting or bookkeeping principles may also be beneficial.
Clerical Insurance roles can be found in various industries, including financial services sector, technology industry, manufacturing sector, and more. The common thread among these sectors is often a need for efficient and accurate processing of claims and policy information. Within the financial services sector, Clerical Insurance roles may focus on policy administration, claims handling, or customer service, while in the technology industry, roles may involve data analysis, risk assessment, or compliance.
For those interested in pursuing a career as a Clerical Insurance professional, opportunities for career development exist within these industries. Typically, career progression paths include moving from entry-level positions to senior administrative roles, gaining experience and developing advanced skills such as risk management or policy development. With time and experience, professionals in this field may also be eligible for leadership positions or specialized roles that focus on compliance, quality assurance, or training and development.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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