Milton Resourcing (Pty) Ltd | Centurion | Permanent | Junior Role
Posted: 17 April 2025 | Job Ref: JHB001545 | Apply before: 7 May 2025
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Why This Opportunity Stands Out
If you’re a driven sales professional with a passion for helping others achieve financial security, this is your calling. Join a powerhouse in the insurance industry and be part of their Retail Life Insurance Division — where your advice shapes futures.
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Your Mission: Guiding Clients Toward Financial Wellness
You’ll be designing tailor-made risk insurance solutions for clients. From needs analysis to digital engagement, your role is key in helping clients make sound financial decisions.
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Do You Have What It Takes?
Matric
FAIS Compliant (RE5 and COB3 preferred)
Diploma/Degree (NQF 5) in Finance, Economics, Financial Planning or Business
Goal to become a Certified Financial Planner (CFP)
3+ years sales experience in life insurance
Must meet regulatory “fit and proper” requirements
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Daily Impact – What You’ll Do
Connect with potential clients and explain the value of life insurance solutions
Perform needs analysis and recommend the best financial products
Educate clients on tax and legal aspects of insurance
Handle end-to-end digital client engagement
Ensure accurate data capture and compliance reporting
Investigate and resolve client queries
Build lasting relationships and grow your personal brand
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Skills That Make You Shine
Precision and attention to detail
Strong problem-solving abilities
Time-efficient and goal-focused
Able to adapt to different buyer behaviors
Confident communicator with advisory expertise
In-depth regulatory knowledge
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Career Growth Starts Here
You’ll be part of a supportive environment that encourages learning, development, and career progression. Take charge of your future with a company that invests in your growth.
