- Centurion
- Salary: R1 083.00 - R1 333.00 Per Month
- Job Type: Permanent
- Sectors: Insurance Consulting
- Reference: 155058
Vacancy Details
Employer: Werkie
(eng=
Employee Benefits & Insurance Assistant
Our client is looking for a reliable and energetic Investment & Insurance Consultant to join their team. This individual will be responsible for providing investment and insurance advice to both individual and corporate clients, as well as managing investment portfolios and insurance policies.
More about the company:
The company is an established financial advisory firm specializing in comprehensive financial planning and portfolio management. Their team of certified financial planners offers a collaborative and systematic approach to financial planning, helping clients achieve their financial goals with clarity and confidence. As an independent firm that does not rely on commissions or referral fees, clients can be assured they receive objective and impartial advice. The company places a strong emphasis on ethics, with a commitment to always act in the best interest of the client. This makes them a trusted partner for individuals and families looking to secure their financial future.
š Location: Centurion
š° Salary: R13,000 ā R16,000
š Available Positions: 1
š Start Date: January 2026
š Working Hours: Monday to Friday, 08:00 ā 16:00
Responsibilities:
Investment Advice: Provide investment advice and assist clients in managing their investment portfolios.
Insurance Advice: Help clients choose and manage insurance policies to ensure their financial security.
Client Management: Build and maintain strong relationships with clients through proactive follow-up and advice.
Portfolio Management: Monitor and manage clientsā investment portfolios, ensuring they meet regulations and objectives.
Regulatory Compliance: Ensure all activities comply with relevant regulations and legislation in the insurance and investment industry.
New Business Acquisition: Identify new business opportunities and bring new clients on board.
Requirements:
Matric certificate
Minimum 3 yearsā experience in insurance administration
Strong knowledge of investment products and insurance policies
Experience with platforms such as Old Mutual, Sanlam, Liberty, etc.
Strong computer skills and knowledge of MS Office
Own transport and a valid driverās license
Strong interpersonal skills and the ability to build strong client relationships
RE5 and "Class of Business" training is a benefit
Are you passionate about people, processes, and delivering excellent service? Apply now ā weād love to meet you! š
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(afr=
Werknemersvoordele & Versekeringsassistant
Ons klient is op soek na ān betroubare en energieke Belegging & Versekering Konsultant om by hulle span aan te sluit. Hierdie persoon sal verantwoordelik wees vir die verskaffing van beleggings- en versekeringsadvies aan individue en korporatiewe kliĆ«nte, asook die bestuur van beleggingsportefeuljes en versekeringspolisse
Meer oor die maatskappy:
Die maatskappy is 'n gevestigde finansiƫle adviesfirma wat spesialiseer in omvattende finansiƫle beplanning en portefeuljebestuur. Hulle span van gesertifiseerde finansiƫle beplanners bied 'n samewerkende en sistematiese benadering tot finansiƫle beplanning, wat kliƫnte help om hul finansiƫle doelwitte met duidelikheid en vertroue te bereik. As 'n onafhanklike firma wat nie op kommissies of verwysingsfooie staatmaak nie, kan kliƫnte gerus wees dat hulle objektiewe en onpartydige leiding ontvang. Die maatskappy fokus op etiek, met 'n sterk verbintenis om altyd in die beste belang van die kliƫnt op te tree. Dit maak hulle 'n betroubare vennoot vir individue en gesinne wat hul finansiƫle toekoms wil verseker.
š Ligging: Centurion
š° Salaris: R13 000 ā R16 000
š Beskikbare Posisies: 1
š Begindatum: Januarie 2026
š Werkure: Maandag tot Vrydag, 08:00 ā 16:00
Verantwoordelikhede:
Beleggingsadvies: Verskaf beleggingsadvies en help kliƫnte om beleggingsportefeuljes te bestuur.
Versekeringsadvies: Help kliƫnte met die keuse en bestuur van versekeringspolisse om hul finansiƫle veiligheid te verseker.
Kliƫntbestuur: Bou en onderhou sterk verhoudings met kliƫnte deur proaktiewe opvolg en advies.
Bestuur van Beleggingsportefeuljes: Monitor en bestuur kliƫnte se beleggingsportefeuljes, verseker dat hulle voldoen aan regulasies en doelwitte.
Regulerende Nakoming: Verseker alle aktiwiteite voldoen aan relevante regulasies en wetgewing in die versekerings- en beleggingsbedryf.
Aansluitings van Nuwe Besigheid: Identifiseer nuwe besigheidsgeleenthede en sluit nuwe kliƫnte aan by die maatskappy.
Vereistes:
- Matrieksertifikaat
Minimum 3 jaar ervaring in versekeringsadministrasie
Goeie kennis van beleggingsprodukte en versekeringspolisse
Ervaring met platforms soos Old Mutual, Sanlam, Liberty, ens.
- Goeie rekenaarvaardighede en kennis van MS-Office
- Eie vervoer en geldige bestuurslisensie
Goeie interpersoonlike vaardighede en die vermoƫ om sterk kliƫntverhoudings te bou
- Goeie sosiale- en telefoonetiket
RE5 en "Class of Business" opleiding is ān voordeel
Is jy passievol oor mense, prosesse, en die lewering van uitmuntende diens? Doen nou aansoek ā ons wil jou graag ontmoet! š
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30 people have applied for this job. 848 people have viewed this job.
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