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Post 1

Health Consultant (Sales)

About the Employer

Optivest Health Services is a leading national consultancy, specializing in providing objective, independent, and focused health cover solutions to individual members and medium to small employer groups. At Optivest, medical schemes and medical scheme-related products are our specialties. It is our vision to enable all South Africans to get medical cover, that suits their individual and family needs while saving them money.

About the Position

Optivest Health Services located in Durbanville, Western Cape has a vacancy for Health Consultants selling Medical schemes, Health Insurance, and Gap Cover products to (qualified) lead through the process of giving financial advice.

General Requirements

  • Own transport preferred.
  • Be in good health.
  • Reside in Northern Suburbs.
  • Excellent attendance and time-keeping record.
  • Professional demeanor.

Key functions

  • Engage Telephonically and electronically with qualified leads.
  • Needs analysis discussion and comparative quote preparation.
  • Give the best advice – recommend products that will meet the need of client and protect the client against identified risks.
  • Conversion of leads to Health Contracts.
  • Online & telephonic capturing of sales.
  • Follow-up sale with product house up to activation.
  • Email Relevant FAIS communication with clients up to confirmation of activated cover.

Qualifications required

  • Matric (Grade 12)
  • CMS accredited (can be obtained while employed at Optivest)
  • DOFA record from FSB to be furnished upon first interview date
  • Inseta record with additional qualifications relevant to the financial services industry (can be obtained while employed at Optivest)
  • RE5 Qualification (can be obtained while employed at Optivest)

Experience required

  • Previous experience in a Direct Marketing environment
  • Medical scheme advice and/or service experience
  • 12 months telesales in banking or funeral and other Desired Skills
  • Sales
  • Call Centre
  • Financial
  • Medical Aid
  • Health Insurance

If you meet the requirements, please send your CV and supporting documentation to [email protected].

Post 2


We have a vacancy for a Short-term Insurance Sales Consultant at National Satellite Brokers, based in Pretoria East. We’re looking for a dynamic, self-motivated individual with sales experience in personal and commercial insurance.

If you have excellent networking skills, your own pipeline of leads/referrals, can set up your own appointments and close the sale, please send us your CV.



  • FAIS Act Compliant – NQF4 qualification, RE5, Class of Business and CPD
  • 3 – 5 years’ experience in short-term insurance sales
  • Underwriting / Claims experience will be advantageous
  • Strong client relationship management and communication skills
  • Own car and driver’s license essential



  • Basic + Commission


Send your CV and supporting documentation to [email protected].

Post 3

Short Term Insurance-Administrative sales representative  and Regional Referral Sales Representatives

1. Insurance  administrative  sales representative 

•    Min two years’ experience in construction and guarantee insurance experience
•    Basic R 6 000.00 per month and additional commission structure for direct sales involvement
•    Re5
•    Excellent computer literacy
•    Good telephone etiquette
•    The individual should be proactive and be able to use their own initiative
•    Administrative office assistance
•    Enthusiasm towards the daily function  is very important
•    Location -Benoni

2.    Regional referral sales representatives for the below areas

•    PE, Nelspruit, Eastern Cape, Western Cape, George, Free State, KZN, Limpopo
•    Work remotely, use of own resources
•    Min two years’ experience in construction and guarantee insurance, short term experience, or related
•    Commission structure Only
•    Estimated monthly commission percentage (R30 000.00 – R40 000.00 Monthly)
•    Re5 preferred however not a requirement
•    Lead Generations resulting in sales

CV’s [email protected] attention  Cynthia Ferreira 

Post 4

RE5 Representative

We require an RE5 representative to assist with the following
• Sourcing of new business and expanding our products
• Plant All Risk, Contractors All Risk, Commercial and Personal Lines knowledge is required.
• Must have general claim experience.
• Must be able to communicate with clients and explain all relevant products
• Must be able to work well with other staff members

Additional Requirements
• Must have own vehicle
• License required
• Must have at least 2 years’ experience in the insurance industry.
• Must have RE5

The representative will also have the opportunity to grow his/hers own salary due to the commission structures.
If you meet all the minimum requirements, please email your CV and salary expectations to [email protected]

Post 5

Personal Lines Underwriter/Administrator

A well-established Short-term insurance Brokerage, established in 2001 and based in Pretoria East is looking for a Personal Lines Underwriter/Administrator to join our team.

Duties & Responsibilities:

  • General office administration
  • Handling of Renewals, Endorsements, and Claims
  • Assisting with Quotes and New Business
  • Assisting with Premium Increases / NCB adjustments / Reactive Actions
  • Administering and Arranging Cancellations and Refunds
  • Request, obtain, and/or provide clients with all required information and/or documents
  • Filing of all relevant documentation electronically

Experience & Qualifications:

  • Grade 12/ SAQA Accredited Equivalent
  • RE5
  • FAIS Compliant (150 credits and/or full qualification)
  • Advanced proficiency in MS Word/Excel etc
  • Fully Bilingual (Afrikaans/English).
  • 2-3 Years experience as Personal Lines Underwriter/Administrator within a Brokerage
  • Excellent communication skills (written and verbal)
  • High level of accuracy and attention to detail

Package & Remuneration:

Market Related

If you meet all the minimum requirements, please email your CV and salary expectations to [email protected]

Post 6


Below are the minimum requirements:
1. Full Qualification/ NQF 4 (150 Credits);
2. Bilingual in English and Afrikaans;
3. Computer Literate – Proficient in Microsoft products;
4. Our brokerage operates utilizing FSP Hub. (on-site training will be provided)
The candidate will be responsible for all relevant tasks related to client services in short-term insurance practice.


If you meet all the minimum requirements, please email your CV and salary expectations to [email protected]

Post 7

Key Individual sought for FSP (S12J VCC)


R3 000 per month retainer
Maximum 24-hours work per month
24-month contract
Hourly Rate TBD for any additional work

Please only apply if you meet the following requirements:

License 1.8 on a Category 1 FSP required, for Intermediary services only
Class of Business Training
RE1 & RE5
Recognized qualification

If you meet the requirements, please send your CV and supporting documentation to [email protected]

Post 8

Available Position for Administrator


Baraza Wealth provides financial and fiduciary services to high-net-worth individuals, families, and organizations. We are looking for a dynamic individual who wishes to join our team in Bryanston to assist with the administration functions.


  • Matric (Minimum)
  • RE5 (Advantage)
  • Committed and deadline orientated
  • Experience in the financial industry

Skills and Knowledge

  • Strong organizational skills and attention to detail
  • Strong interpersonal communication skills
  • Ability to work in a professional, high net worth environment
  • Strong client service orientation
  • Overall positive attitude and willingness to learn


Remuneration will be market-related and commensurate with experience and seniority.


For more information or to apply, please contact [email protected] or 082 565 3535

Post 9

Beskikbare posisie vir ‘n Onderskrywings Persoon

Die persoon moet in besit wees van ‘n RE5

Verskillende stelsel kennis is n vereiste, Santam stelsel sal ‘n voordeel wees.

Posbeskrywing is as volg:

  • Onderskrywing
  • Kwotasies
  • Kan werk met kliënte
  • Behulpsaam en bereidwillig om te leer.

Salaris onderhandelbaar

Omgewing is Benoni area.

Indien u verdere inligting van ons benodig skakel ons gerus.

Epos jou CV na [email protected] of skakel ons op 013 665 2134

Post 10

Part-Time Key Individual Sought for start-up FSP

  • R3 500 per month from the date of license approval.
  • 12-hours work per month
  • 12-month contract
Please only apply if you meet the following requirements:

  • 1-year management experience: Long-term insurance all product categories
  • 1-year product experience: Long-term insurance all product categories
  • Class of Business Training: Class 3
  • RE1 & RE5
  • Recognised qualification
If you meet the requirements, send the following documentation to [email protected]

  • DOFA schedule: Email [email protected] . Provide your ID number and ask to be issued with your DOFA schedule.
  • RE1 & RE5 Certificate
  • Recognised Qualification Certificate.

Post 11


Representative Vacancy available for a person who meets the following requirements:

• LTI NQF Level 4 or Wealth Management NQF level 4 or NQF level 5 qualification
• RE 5
• COB 3

Part time or Full time

Please do not respond if you do not meet the above requirements.

Please contact Eugene at [email protected]

Post 12

Broker Distribution Agent Vacancies


Job Requirements

  • Matric (Minimum)
  • RE5 Qualification (Advantage)
  • 2-3 Years Sales Experience

Apply today for a chance to join Profden, an accredited Old Mutual Broker, and Old Mutual, a leader in the Financial Services Industry with an impressive 175-year history, and to get the training and accreditation you need to get ahead

Albert Melvill


Email your CV to:

[email protected]



Post 13

Commercial Insurance Broker vacancies

Mont Blanc Financial Services, a leading Short Term & Commercial brokerage is
appointing Commercial Insurance Brokers who are dynamic, tenacious, target
driven, in the East Rand.
We are interested in interviewing you for these positions if you have previous cold calling
experience and a stable success record in generating leads and bringing Commercial
business in. This is without doubt the best opportunity for the Top Salesperson in any
company to earn unlimited commission earnings.

Job description:

● Generate access to potential short term insurance markets
● Build and maintain internal and external relationships which includes insurers, clients
and lead providers
● Build rapport and sell products to clients telephonically as well as in person
● Engage with potential clients and obtain an in-depth understanding of their short term
insurance needs
● Match customers need to suitable products available at your disposal
● Advise clients to make use of the recommended products and services and ensure
that they understand the ramifications of not taking the necessary cover
● Provide ongoing service and support to your client base
● Retention of existing business including renewal discussions
● Ensure compliance and procedural requirements are met at all times
● Secure a comfortable income through the successful conversion of opportunities


1. Self-disciplined, resilient and an entrepreneur at heart
2. Matric Certificate and relevant insurance qualification (RE and FAIS credits) will be
an advantage
3. Own reliable vehicle and valid driver’s license
4. Minimum 1 year Commercial Short Term broking or sales experience
5. Passionate/tenacious/self-motivated and dynamic
6. An excellent communicator
7. Money hungry and target drive
8. Excellent cold calling skills


1. Supplementary salary offered
2. Upfront and Rollover commission structure
3. Medical Aid contribution
4. Provident Fund contribution
5. On-site gym
If you meet all the above requirements, kindly forward your CV to
[email protected]