Financial Advisor Assistant for personal and commercial lines

Recruiter

Ikusasa Recruitment Group

Job Ref

Financial Insurance ..

Date posted

Saturday, May 30, 2026

Location

potchefstroom, North-West, South Africa

Salary

R15000.00pm

SUMMARY

The focus of the role is to provide quality service and maximize customer retention and referral, in line with the Practice Service model and Procedures, for personal and commercial lines

POSITION INFO

Minimum requirements

• Matric completed
• NQF 4 Certificate in Short-Term Insurance
• 2 years commercial short-term insurance experience
• Regulatory Exam completed, RE5
• Proficient in both spoken and written English, Afrikaans and one other official South African languag
• Computer literacy (MS Office)
• DOFA confirmation from FSCA

Responsibilities

• Maintain and update the CRM systems (MyPractice / MyBase)
• General administration and compliance
• Ensuring smooth workflow in daily operations
• Preparing quotations for new and existing clients
• Issuing new policies, renewals and endorsements
• Building and maintaining good working relationships with clients and internal stakeholders
• Recording details and information on the relevant systems
• Handling claims

Only short Listed candidates will be contacted