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of additional FAIS requirements such as Investments Class of Business, the RegulatoryExamination 5 (RE5), an FSCA - approved qualification will be advantageous.Other RequirementsA valid drivers licenc

vice 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 Trai

vice 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 Trai

ng of data.Minimum Qualification And ExperienceMinimum Qualification Grade 12 / Standard 10 / NQF 4 RE5 Certificate Fully FAIS Accredited (As per Dofa date)Minimum ExperienceExperience of more than 2

years as a Motor Fleet insurance broking or as a Motor Fleet insurance underwriter. FAIS compliant: RE5 as well as 120 credits at NQF level 5 (or relevant degree).and be up to date with CPD hours. Pro

gree and PPS membership would be preferablyCertified Finance Planner would be advantageousCompleted RE5 (Representative) certificateCompleted RE1 (Key Individual) certificateKnowledge And ExperienceAt

erwriting mandates and compliance with all legislative and licensing requirements.RequirementsMatricRE5NQF level 5Further tertiary qualification advantagesAt least 10 years Marine experience as a Seni

port, and learn from colleaguesService - oriented mindset with a commitment to delivering the highest level of client supportProficiency in using CRM systems. Preferred QualificationsRE5 qualification

lanning (essential)Certified Financial Planner (CFP) or studying towards CFPRegulatory FAIS Exams - RE5 (essential)Minimum Experience Level3 - 5 years related experience in Financial Planning/Wealth M

erwriting mandates and compliance with all legislative and licensing requirements.RequirementsMatricRE5NQF level 5Further tertiary qualification advantagesAt least 10 years Marine experience as a Seni

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

Accredited Equivalent (Essential); Short - term Insurance Certificate (NQF4) (Essential); FAIS and RE5 qualification (Advantageous)Experience2 - 3 year telephonic sales experience (Essential); Experi

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

d ExperienceRelevant Bachelors degree or equivalent - insurance, law or risk management a preferenceRE5 and Short - term insurance qualification is a preferenceMinimum 5 to 7+ years experience in the

d ExperienceRelevant Bachelors degree or equivalent - insurance, law or risk management a preferenceRE5 and Short - term insurance qualification is a preferenceMinimum 5 to 7+ years experience in the

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

ents.Qualification and ExperienceMatricTertiary qualificationA Marketing or Financial qualification RE5 and RE1 Knowledge and SkillsAt least 3 years sales experience is preferred, of which a minimum o

ualifications:Previous sales experience within the financial services sector (5 years minimum)Demonstratable experience in financial markets; selling/supporting/trading CFDs and FXRE5 exam requirement

ning: Benefit from internal training programs designed to ensure regulatory compliance (e.g., FSCAs RE5 exam preparation) and enhance your strategic expertise.Scalable Infrastructure: Use our robust p

cal qualification an advantage (e.g. nursing or similar qualification)FAIS Fit and Proper including RE5At least 2 years medical aid or gap cover claims processing and assessing experienceAt least 1 ye

vice) FSCA Approved Qualification: Short - Term Insurance NQF 5Regulatory Exam for Representatives (RE5); advantage if you have RE 1Experience as per the FAIS Act (candidates under super vision will n

he regions To support regional and national campaigns and competitionsQualifications And Experience RE5 CFP A proven history of working with financial advisers, the advice process for both life insura

their financial wellness needs.RequirementsMatric requiredFAIS required qualifications (preferably RE5 and COB3)3 year diploma or degree in Financial Planning, Business, Finance or Economics minimum

redits/Full Insurance Qualifications (depending on Dofa) Financial Services Board Regulatory Exams (RE5) completed NQF 5 & NQF 6 advantageous Must have your own motor vehicle Valid code B drivers lice

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

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

d administrative experience Minimum 12 months in the STI environment and client services experience RE5 will be an added advantageDeliverables include, but will not be limited to Quality orientated an

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

to that may have negative TCF consequencesRequirementsBachelor's Degree: Actuarial, financial services and investmentsCAT 1 all subcategoriesRE51 - 3 years experience in Investments/Financial services

rtise and innovation. What you will need to bring to the table: Your qualifications must include an RE5 at the very least. Additionally, preferred learnings/qualifications would be: NQF5 Short - Term

der to provide effective support and advice.Minimum RequirementsFSCA Recognized NQF level 7 - DegreeRE5Mandated for Advice on sub - cats 1.3, 1.4, 1.5, 1.14 and 1.20 (not currently under supervision)U

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