Umhlanga Rocks: Insurance Risk Consultant (Financial Services)

August 2, 2025 Jobs in eThekwini

Umhlanga Rocks: Insurance Risk Consultant (Financial Services)

Posted on 2025-08-02 00:00:00

Employer	Unspecified
Category	Accounting / Finance
Location	eThekwini / Umhlanga Rocks

Job Summary

Our client is a leader in the financial services industry, delivering wealth management and insurance advisory solutions. The business is known for its professional environment, regulatory compliance, and client-focused ethos. This role will focus on identifying insurance needs, providing expert life and short-term insurance advice, and supporting implementation alongside financial planning partners. The consultant will manage client relationships, ensure compliance, and work closely with internal teams to deliver a seamless advisory experience. Key Responsibilities: Identify insurance opportunities within client portfolios. Provide advice and solutions for Life and Short-Term Insurance. Draft comprehensive proposals and quotations. Handle implementation, underwriting, and client onboarding. Conduct policy reviews and identify updates based on life changes. Generate and refer STI leads, coordinate appointments. Liaise with tele-advisors and track outcomes. Maintain strong, professional client relationships. Support initiatives to engage and educate clients. Monitor outcomes of advisory activities. Adhere to TCF principles and compliance standards. Key Attributes: Strong interpersonal and client engagement skills. Confident communicator with persuasive ability. Self-motivated and resilient. Ethical and professional in all dealings. Strategic thinking with operational execution ability. Requirements: Minimum 5 years experience in life insurance advisory. Relevant tertiary qualification (Commerce/Finance preferred). RE5 and FSCA-recognized qualification essential. Fully authorized representative across multiple FSCA sub-categories. Evidence of CPD, product-specific, and class-of-business training. Drivers license and own vehicle required. Remuneration: R23 000 – R26 000 Cost to Company Only shortlisted candidates will be contacted

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Umhlanga Rocks: Insurance Risk Consultant (Financial Services)

Umhlanga Rocks: Insurance Risk Consultant (Financial Services)

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