Job Description
About the Role
Our client is an established financial services provider offering tailored insurance solutions to individuals and businesses. The organisation is committed to delivering compliant, client-focused advice while maintaining strong relationships within the short-term insurance market. With a focus on service excellence, the company provides ongoing support to an existing client base while encouraging sustainable growth.
Key Responsibilities
- Assess clients’ insurance needs and risk exposure
- Recommend suitable short-term insurance solutions
- Provide accurate quotations and policy comparisons
- Explain policy terms, conditions, exclusions, and premiums clearly
- Close new business opportunities
- Retain and service an existing book of clients
- Ensure all documentation is accurate and compliant
- Maintain up-to-date and organised client records
- Adhere to FAIS and relevant regulatory requirements
- Apply Treating Customers Fairly (TCF) principles consistently
- Maintain required CPD hours
- Build and maintain strong client relationships
- Generate leads through networking and referrals
- Provide ongoing policy reviews and advice
Requirements
- RE5 certification
- Class of Business (Personal Lines and Commercial Lines)
- Relevant insurance qualification
- 25 years experience in short-term insurance
- Proven experience managing and growing a client portfolio
Qualifications
No formal education or certifications mentioned.
Salary & Benefits
R25,000 – R35,000 per month (negotiable on experience)
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in ZA
In the South African job market, Accounting and Finance positions are in high demand across various industries. Typically, these roles require a strong foundation in financial management, planning, and analysis. Generally, professionals with expertise in accounting and finance are sought after to support businesses in making informed decisions.
When it comes to salary expectations for Accounting and Finance roles in South Africa, it’s common for entry-level positions to start within the R300 000 – R500 000 per annum bracket. As one gains experience, salaries can increase to R800 000 – R1 200 000 or more, depending on factors such as company size, industry sector, and individual performance. However, it’s essential to note that these are broad ranges and actual salaries may vary significantly.
Common skills required for Accounting and Finance roles in South Africa include proficiency in financial software (e.g., Xero, Sage), strong analytical and problem-solving skills, attention to detail, excellent communication and interpersonal skills, and the ability to interpret financial data. Typically, candidates with a degree in Accounting or a related field are preferred, although experience and certifications can also be valuable.
The accounting and finance industry is diverse and can be found across various sectors, including financial services, technology, manufacturing, and more. In general, companies in these industries require professionals who can provide expertise on financial planning, budgeting, and forecasting. Often, these roles involve working closely with management to develop and implement financial strategies.
For those interested in pursuing a career in Accounting or Finance, there are several career progression paths available. Typically, entry-level positions lead to senior finance or accounting roles, such as financial controller or accountant manager. With experience and further education, professionals can move into leadership positions, including chief financial officer (CFO) or equivalent.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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