Financial Services Consultant/ Junior Insurance Broker

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Financial Services Consultant/ Junior Insurance Broker

Posted date | 05/05/2017 Closing date | 29/06/2017
Full Time Experienced

Financial Services Consultant/Junior Insurance Broker

Our client is licensed in terms of Investments and as an Insurance Broker in terms of Insurance Intermediaries.  It has passported its services to Portugal, UK and Italy and has a branch in Spain. They are looking to hire Financial Services Consultant/Junior Insurance Broker to join their team.

Your responsibilities will include;

  • advising clients on their investments, insurances and pensions
  • ensuring that all investments/insurances are sold in a compliant manner
  • act as a second line of defence when it comes to compliance, risk and AML

Qualifications & Experience

  • preferably have an investment qualification or an insurance qualification or a banking qualification
  • have experience in a similar role
  • be well conversant with IT packages 


  • have an outgoing personality
  • be well conversant with the financial sector 
  • have a good aptitude to sell
  • be a team player

Reference No - MT 7386/17


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