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Risk Specialist Cape Town

Company

Status Staffing

Location

Cape Town, South Africa

Type

Permanent

START DATE

: A.S.A.P

REQUIREMENTS:

  • 3–7+ 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 driver’s license.

  • Fluent in verbal and written English and Afrikaans.

  • Strong technical knowledge of risk products and structuring.

  • Excellent client relationship management and communication skills.

  • High attention to detail with strong administrative accuracy.

  • ...

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