Re5

ognized qualification, as per FAIS requirements (advantageous) Regulatory Exam for Representatives (RE5) (advantageous) Minimum 1 year sales experience in the life insurance industryClear ITCClear cri

ed qualification as per the FSCA qualification listFAIS Regulatory examination for Representatives (RE5)12 CPD (continuous professional development) pointsMinimum of 3 years' experience in selling sho

are fundamentally important.What do we need from you?A Grade 12 (Matric) certificateFAIS complianceRE5 an advantageA valid Drivers licence and your own carA clear criminal and credit checkA minimum o

dvice and Intermediary Service): FSCA - Approved Qualification Regulatory Exam for Representatives (RE5) Experience As Per the FAIS Act Product Specific Training once Onboarded Class Of Business Train

o the Client Services Agent Role.Minimum Qualification Required Grade 12/Standard 10/NQF 4 Relevant RE5 qualification advantageousMinimum Experience Minimum 12 months Call Centre and administrative ex

redits/Full Insurance Qualifications (depending on Dofa) Financial Services Board Regulatory Exams (RE5) completed Must have your own reliable transport Valid code B drivers licenseMinimum Experience

nd Experience Matric (Essential) FAIS Credits - full qualification Short term Insurance (Essential) RE5 qualification (Essential and/or advantageous) Class of business certificate (Essential and/or ad

roof of payments if adverse recordThe individual must be FAIS fit, proper and accredited - obtained RE5 within 2 years of DOFA. Obtained NQF5 industry specific certification within 6 years of DOFA if

fits Short & long - term investments, private equity, retirement annuities, and more!What You Need: RE5 Certification NQF5 in Financial Planning 5+ Years of Experience A passion for helping clients bu

any ad - hoc requirements as requested by the Retail Branch Manager.QualificationsMatric (Grade 12)RE5 advantageousFAIS Compliant (Wealth Management) as per DOFA requirements.Class of Business traini

ailored solutions.Bachelors degree in Business, Finance, Marketing, or a related field is preferred.RE5 Accreditation (beneficial).Core ChallengesBuilding a pipeline of high - quality leads in a compe

degree in business management/ law and or related qualification (essential)Regulatory Examination (RE5) certificate (desirable)Risk Management certificate (desirable)3 5 years experience in Operation

credits/Full Insurance Qualifications (depending on Dofa)Financial Services Board Regulatory Exams (RE5) completedNQF 5 & NQF 6 advantageousMust have your own motor vehicleValid code B drivers license

e to building and maintaining relationships. Qualifications And ExperienceMatric (Grade 12).RE1 and RE5. 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.Class of Busines

ted a Diploma in finance, advantage and preference if any Financial planning qualifications or even RE5 certification is obtained. Learnership will start 1 April 2025 for 12 monthsJob DescriptionSales

on Outsource, Broker Binder Business Partners and UMAs.RequirementsGrade 12 (Matric)FAIS Completed RE5 Certificate and Credits (60 credits)Possessing an insurance - related qualification is advantage

ional Senior CertificatePreferred QualificationNQF level 5 qualificationEssential CertificationsRE 1RE5Minimum Experience Level3 - 5 years within a banking environment with leadership experience - ess

necessaryQualification And Experience Matric /Grade 12 Short - term Insurance related qualification RE5 Certificate/FAIS compliant (120 credits on NQF level 4) Minimum 3+ years of Business Development

merce or related field essential / A track record of experience and industry related qualifications.RE5 will be advantageous.A completed NQF 5 - Wealth Management or RFP 3 will be advantageous.CFP and

e with legislative requirements or changes (including but not limited to qualifications, CPD hours, RE5, Class of Business etc).Keep up to date with product changes and market trends.You Will Be An Id

.QualificationsMinimum RequirementsMatricNQF5 - National Diploma Finance/Certificate in BankingFAIS RE5 Completed within allocated time - lines as prescribed by FSCARecognized as per FSCA Relevant Fin

standards., Requirements, QualificationsRelevant commercial/financial tertiary qualification (NQF 6)RE5Commercial insurance related qualification advantageousPost Graduate Diploma in Financial Plannin

te.2 - 3 years of non - life insurance experience.Preferred Qualifications/Competencies:FAIS CreditsRE5 - Short TermInsurance - related certificationsTertiary Degree/DiplomaGood application of mathema

dvice and Intermediary Service): FSCA - Approved Qualification Regulatory Exam for Representatives (RE5) Experience As Per the FAIS Act Product Specific Training once Onboarded Class Of Business Train

rementsA National Senior Certificate is essentialA business - related diploma or degree is preferredRE5 Certification is highly advantageous 3 - 5 Years experience in a client service environment with

are fundamentally important.What do we need from you?A Grade 12 (Matric) certificateFAIS complianceRE5 an advantageA valid Drivers licence and your own carA clear criminal and credit checkA minimum o

s and uphold associated service levels.You Will Be an Ideal Candidate If YouMinimum Qualification - RE5 Certificate with a Degree NQF7 level in Finance or AccountingExperience - 2 to 3 years experienc

usly develop and refine skills by focusing on identified areas for improvement. RequirementsMatric. RE5 (Required). FETC: Short - term Insurance NQF4 or higher (preferred). Must meet regulatory requir

Experience 3 - 5 years medical scheme industry experience (required) Business degree (advantageous) RE5 (preferable) NQF5 in Wealth Management of Financial Planning / 120 FAIS credits (preferable) Kno

dvice and Intermediary Service): FSCA - Approved Qualification Regulatory Exam for Representatives (RE5) Experience As Per the FAIS Act Product Specific Training once Onboarded Class Of Business Train

stry developmentsWhat You Need To HaveA three year related qualificationFurther studies an advantageRE5What makes you stand out?Minimum two years experience in the retirement fund and group risk consu

nimum Requirements:Bachelors degree in business, marketing or related fieldFAIS compliant including RE5 (RE1 will be an advantage)Experience in sales, marketing or related field.Strong communication s

nowledge is an advantage PC literacy, email, word, excelTertiary qualification an advantageNQF5 and RE5 qualificationEMPLOYMENT EQUITYThe Companys approved Employment Equity Plan and Targets will be c

nuous professional development.What do we need from you?Grade 12 (Matric) certificateFAIS complianceRE5 an advantageA valid Drivers licence and your own carA clear criminal and credit checkA minimum o

(Advice and Intermediary Service):FSCA - Approved QualificationRegulatory Exam for Representatives (RE5)Experience As Per the FAIS ActProduct Specific Training once OnboardedClass Of Business Training

e management skills Education Education and Experience Education: Matric (Essential) FAIS Compliant RE5 Minimum Experience Technical knowledge and understanding of short - term insurance 2 3 years exp

Diploma in Marketing/Business Administration and or relevant equivalent qualification - (Desirable).RE5 Certification (FSCA - Financial Sector Conduct Authority) - (Desirable).2 3 years experience in

dvice and Intermediary Service): FSCA - Approved Qualification Regulatory Exam for Representatives (RE5) Experience As Per the FAIS Act Product Specific Training once Onboarded Class Of Business Train

s experience in a sales environmentUnderstanding Home loas product is an advantageMust own a vehicleRE5 is advantageousYou Will Have Access ToOpportunities to network and collaborateA challenging work

QualificationsQualifications and Experience Relevant FAIS approved NQF7FAIS accreditation required (RE5).2 - 3 years experience within a Sales/Service area of a financial environment.Are you intereste

ely market our offerings to their clients.Minimum Qualifications RequiredGrade 12/Standard 10/ NQF 4RE5Minimum Experience RequiredMinimum of 2 years' in a relationship management role within a Sales e

ations And ExperienceMatric/Grade 12FAIS credits on NQF level 4 as per FSCA legislative requirementsRE5 as per FSCA legislative requirements1 year proven sales experience, preferably in the Financial

nowledge is an advantage PC literacy, email, word, excelTertiary qualification an advantageNQF5 and RE5 qualificationEMPLOYMENT EQUITYThe Companys approved Employment Equity Plan and Targets will be c

ented designated groups.Job RequirementsWHAT YOU'LL BRING TO THE TABLE?FAIS Regulatory Examination (RE5)NQF Level 5 Higher Certificate in a FAIS Recognised QualificationA medical qualification would b

tificate: Financial PlanningEssential CertificationsPreferred CertificationsFAIS Qualification: RE1/RE5Certified Financial Planner (highly beneficial)Minimum Experience Level1 year experience / exposu

le, and provide the appropriate advice.QUALIFICATIONSMinimum: Grade 12 or the equivalent NQF level 4RE5 certificateFAIS qualifications and creditsNCA AccreditedContinuous CPD points as legally require

e in a sales or marketing capacityExperience within insurance branches an advantageMatric (Grade 12)RE5 advantageousFAIS Compliant (Wealth Management) as per DOFA requirements.Class of Business traini

liciesQualificationsMatric/Grade 12 FAIS credits on NQF level 4 as per FSCA legislative requirementsRE5 as per FSCA legislative requirementsExperienceMinimum 1 year outbound Contact Centre Telesales e

dvice and Intermediary Service): FSCA - Approved Qualification Regulatory Exam for Representatives (RE5) Experience As Per the FAIS Act Product Specific Training once Onboarded Class Of Business Train

marketing capacityExperience within insurance branches an advantage QualificationsMatric (Grade 12)RE5 advantageousFAIS Compliant (Wealth Management) as per DOFA requirements.Knowledge, Skills And Co

ed qualification as per the FSCA qualification listFAIS Regulatory examination for Representatives (RE5)12 CPD (continuous professional development) pointsMinimum of 3 years' experience in selling sho

credits/Full Insurance Qualifications (depending on Dofa)Financial Services Board Regulatory Exams (RE5) completedNQF 5 & NQF 6 advantageousMust have your own motor vehicleValid code B drivers license

he growth and engagement strategy.RequirementsMatric requiredFAIS and advice accredited (preferably RE5 and COB3)Degree in Financial Planning, Business, Finance or Economics (required)Aspirations towa

Diploma in Marketing/Business Administration and or relevant equivalent qualification - (Desirable).RE5 Certification (FSCA - Financial Sector Conduct Authority) - (Desirable).2 3 years experience in

Entry LevelWorking with People - Entry LevelMinimum EducationNQF 6 Recognised FSB Qualification and RE5 CertificateMinimum Experience2 years sales and client service experienceFull Rep in all Product

ext month.Conduct monthly and annual planning based on reportsQualificationMatric (Grade 12)RE1 and RE5120 Wealth Management credits OR tertiary qualification recognised by the FSCAClass of Business a

ext month.Conduct monthly and annual planning based on reportsQualificationMatric (Grade 12)RE1 and RE5120 Wealth Management credits OR tertiary qualification recognised by the FSCAClass of Business a

dvice and Intermediary Service): FSCA - Approved Qualification Regulatory Exam for Representatives (RE5) Experience As Per the FAIS Act Product Specific Training once Onboarded Class Of Business Train

erience of which a minimum of 3 years spent in a technical underwriting department. FAIS Compliance RE5 qualificationCompetent user of Excel, Word, Outlook and other Microsoft platforms.Good understan

aw degree (essential)Postgraduate Diploma in Financial Planning (essential)FAIS Compliant (RE 1 and RE5 Certification)ExperienceAt least 5 years business - related experience.Financial services and co