Pretoria: Short-term Insurance Broker (Commercial lines) posted by Numeral Financial Services Group

April 15, 2026 Jobs in Gauteng

Numeral Financial Services Group

Gauteng

Other Finance/Accounting

Job Description

About the Role

We are seeking an Independent Short-term Insurance Broker (Commercial) to join our team in Pretoria. As a key member of our sales team, you will be responsible for generating new leads, building relationships with clients, and driving business growth. Our fast-paced environment is perfect for those who thrive in a dynamic setting and enjoy working independently.

Key Responsibilities

Generating own leads
Handling and reporting on leads from Financial Advisors
Cold calling
Gathering information and documentation needed to request quotes from insurers and fulfil compliance standards
Performing needs analysis for each client before quoting
Building a trust relationship with clients
Requesting quotes from different insurers and do comparison for client
Making sure that all compliance documentation is completed and discussed with client
Handling of client from lead to activation of policy
Could be called on to aid at renewal stage of policy
All communication with client from first contact to supplying new policy welcome pack and following up for initial outstanding information
Administration function of activating new policy and cancelling old policy if client comes over from another broker
Reporting to Manager and Financial Advisors on Leads and production figures
Remain Fit and Proper, throughout
Rerouting of clients to underwriting and claims when needed

Requirements

Entrepreneurial mind-set (must be able to work independently)
Exceptional Interpersonal skills and ability to network
An established network of clients and ability to prospect for new business
Innovative in finding new ways to market and obtain clients
Unrivalled sales ability
Ability to apply tenacity
Effective planning, organising and time management skills

Qualifications

Grade 12
RE5 Certificate completed
NQF 4 in Short-term insurance (commercial lines)
3 years+ Insurance Sales experience to Businesses
1 year+ Client Services experience
Own reliable vehicle and valid drivers license

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Salary & Benefits

A basic salary for 5 months, which will become commission only in month 6.

How to Apply

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

About Other Finance/Accounting Jobs in Gauteng

The finance and accounting sector is a significant contributor to the economy of Gauteng, South Africa, providing numerous opportunities for professionals looking to advance their careers. With major financial institutions, banks, and multinational corporations based in the province, there is a high demand for skilled finance and accounting professionals.

Salary ranges in Gauteng are generally in line with national averages, but can vary depending on factors such as industry, company size, and level of experience. According to recent job postings, average salary ranges for finance and accounting positions in Gauteng include:

R250 000 – R350 000 per annum for junior finance professionals
R400 000 – R600 000 per annum for experienced accountants
R700 000 – R1 200 000 per annum for senior finance managers

Key skills required for success in the finance and accounting sector in Gauteng include:

Financial planning and analysis
Accounting standards and compliance (e.g. IFRS)
Data analytics and reporting
Communication and interpersonal skills
Budgeting and forecasting
Risk management
Business acumen and strategic thinking

Major employers in the finance and accounting sector in Gauteng include:

Standard Bank, one of South Africa’s largest banks, with its headquarters located in Sandton, Johannesburg.
Multinational corporations such as IBM, which has a significant presence in the province, and Unilever, a leading consumer goods company.
The Johannesburg Stock Exchange (JSE), which is also based in the province and provides opportunities for finance professionals to work in investment banking and stockbroking.

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Career growth opportunities are available in the finance and accounting sector in Gauteng, with many companies investing in training and development programs to support their employees’ career progression. Senior finance managers can move into executive roles, while experienced accountants can take on leadership positions or start their own businesses. Additionally, the JSE offers a range of training programs and certifications for finance professionals, such as the Certified Financial Analyst (CFA) program.

Overall, the finance and accounting sector in Gauteng presents numerous opportunities for career advancement and professional growth, with a high demand for skilled professionals and competitive salary ranges.

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

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