Risk Specialist Cape Town

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EMPLOYMENT TYPE : Permanent
SECTOR : Wealth Management
BASIC SALARY : Market related
START DATE : A.S.A.P

REQUIREMENTS:

• 37+ years experience in risk insurance or financial services.
• Grade 12 (Matric).
• Relevant financial qualification (e.g., CFP or NQF-aligned qualification).
• FAIS compliant for providing risk advice.
• Product accreditation with major life insurers (or willingness or ability to obtain).
• Proven experience in advising on and servicing life risk products.
• Proficient in Microsoft Office.
• Computer literate and technologically savvy.
• Experience working with a CRM system (e.g., XPlan).
• Valid drivers license.
• Fluent in verbal and written Eng...