Umhlanga: Risk Consultant (Financial Services) posted by Fouche & Co Recruitment
Posted on 2025-07-07 00:00:00
| Employer | Fouche & Co Recruitment |
|---|---|
| Category | Finance/Accounting Management |
| Location | Kwazulu-Natal / Umhlanga |
Job Summary
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.
- Driver’s license and own vehicle required.
Remuneration:
R23 000 – R26 000 Cost to Company
**Only shortlisted candidates will be contacted**
Click Go Apply to apply online!
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