Financial Advisor Cape Town

Recruiter:

Ikusasa Recruitment Group

Job Ref:

Financial Advisor Ca..

Date posted:

Thursday, June 4, 2026

Location:

Cape Town, South Africa

Salary:

R 60000-00 to R 65000.00 plus commission on new bonus

SUMMARY:
Job description: The FinancialAdviser is responsible for the selling of short-term commercial and personal insurance products and services to the right clients, with a large commercial focus. The role is responsible for servicing an existing portfolio of clients, as well as following up on leads and bringing in new business.

POSITION INFO:

Minimum Requirements :

NQF 4 Certificate in Short-term Insurance – Full qualification (150 credits) as set by regulation
RE 5 Certificate successfully completed
A minimum of 5 years´ short-term insurance experience in commercial lines, brokerage experience is advantageous
DOFA confirmation from FSCA
Own vehicle and valid driver''s license

Responsibilities: • Selling of short-term products specialising in commercial (marine, engineering, corporate) and personal lines • Quotations for clients • Underwriting background • Follow up on leads • Building a client base • Advising clients on their short-term insurance needs • Handling of incoming and outgoing calls from clients • Renewal of policies • Building and maintaining good working relationships with clients, product providers, colleagues etc. • On-site meeting with clients • Dealing with service providers • Implement company strategy

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