Insurance Risk Consultant (Financial Services)

Recruiter:

Fouche & Co Recruitment

Job Ref:

DBN000454/JC

Date posted:

Monday, October 13, 2025

Location:

Umhlanga, South Africa

Salary:

23000 Monthly

SUMMARY:
Umhlanga -Drive tailored insurance solutions in a client-centric advisory environment as a insurance risk consultant. This is an opportunity to support financial planning practices through expert risk consulting.

POSITION INFO:
Our client is a leader in the financial services industry, delivering wealth management and insurance advisory solutions. The business is known for its professional environment, regulatory compliance, and client-focused ethos.

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**

Similar jobs you might be interested in:

Insurance Risk Consultant (Financial Services)
Location: Umhlanga
Salary: 23000 Monthly
Umhlanga -Drive tailored insurance solutions in a client-centric advisory environment as a insurance risk consultant. This is an opportunity to support financial planning practices through expert risk consulting.
6 days ago

Financial Accountant
Location: Pietermaritzburg
Salary: 350000 Annually
Ready to take your accounting career to the next level? Join a leading tech-driven company where your numbers make a real impact!
2 days ago

COntracts and Billings Controller
Location: Pietermaritzburg
Salary: 250000 Annually
Do you live for accuracy, thrive on structure, and get satisfaction from balancing the books?We’re looking for a Contracts and Billing Controller to bring precision and control to our fast-paced finance operations.
2 days ago

Business Analyst
Location: Durban
Salary: 550 000
Are you a CA(SA) passionate about identifying inefficiencies, streamlining operations, and driving impactful business solutions? If you thrive in problem-solving and optimizing processes, this is the perfect role for you!
2 days ago

Financial Accountant
Location: Pietermaritzburg
Salary: 400000 Annually
Numbers are your language? Here’s your chance to make them speak success!
4 days ago

FP&A Analyst
Location: Durban
Salary: 600000 Annually
Turn Numbers Into Narratives: Be the Analyst Behind Smarter Business Decisions.
7 days ago

Pricing Specialist (Multimodel freight)
Location: Durban
Salary: 480000 Annually
Are you an expert in freight pricing, with a knack for crafting sharp, competitive solutions, and ready to step into a high-impact role with a leading multinational logistics powerhouse? If you have the experience, the numbers game and a drive to make commercial freight operations run smoother than ever, then we want you!
10 days ago

Graduate Mechanical/Electrical Building Services Engineer (MEP)
Location: Durban
Salary: 300 000
Graduate Mechanical/Electrical Building Services Engineer (MEP) wanted!
10 days ago

Financial Manager
Location: Durban
Salary: 800 000
Step beyond routine finance: This role puts you in the driver’s seat of a multinational operation, where your numbers do not just add up, they move the business forward.
12 days ago

Financial Manager
Location: Durban
Salary: 800 000
Step beyond routine finance. This role puts you in the driver’s seat of a multinational operation, where your numbers do not just add up, they move the business forward.
12 days ago