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  • Posted: Sep 8, 2026
    Deadline: Not specified
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  • Welcome to The Recruitment Council – South Africa’s Premier Financial Advisory Recruitment Firm. As leaders in the industry, we excel in connecting top-tier talent with outstanding career opportunities in the insurance, accounting, asset management, and financial services sectors. With over 21 years of combined expertise, our dedicated team is committed ...

     

    Regional Sales Manager

    • Our client is seeking an experienced commercial insurance sales leader to drive tactical planning, execute client retention strategies, and manage team performance, operational processes, and regulatory compliance.  

    Responsibilities:

    • People Management: Lead, coach, and develop a high-performing sales team to achieve business objectives while fostering continuous growth, accountability, and compliance.
    • Client Relationship Management & Retention: Drive client satisfaction and retention within the region by delivering suitable insurance solutions aligned with client needs.
    • New Business Development: Expand the client portfolio by managing lead sources, converting opportunities, and prospecting through strategic relationships.
    • Client Portfolio Optimisation: Promote needs-based selling through comprehensive risk assessments and tailored product solutions.
    • Value Proposition & Cross-Selling: Maximise revenue opportunities by driving effective cross-selling across business units to deliver integrated financial solutions.
    • Stakeholder Engagement & Networking: Build strong internal and external partnerships to maintain product relevance, client-centric solutions, and market competitiveness.
    • Business Continuity & Growth: Strengthen operational effectiveness and sustainable business growth through strategic alliances and collaboration.
    • Performance & Target Management: Monitor and manage sales, reviews, and service performance against targets while providing guidance and resource optimization.
    • Compliance & Governance: Ensure full adherence to regulatory requirements, FAIS standards, and internal business processes to maintain a compliant sales culture.

    Requirements:

    • Experience: Minimum of 6 years' experience in Commercial Insurance sales.
    • Leadership: Minimum of 2 years' management experience.
    • Minimum Qualifications: NQF5 in Short-term Insurance (NQF6 is advantageous) and an RE5 qualification with up-to-date Class of Business (COB) training.
    • Regulatory Exams: FSCA-Approved Regulatory Exam for Representatives (RE5) and Regulatory Exam for Key Individuals (RE1).
    • Education: NQF6 Organisational Risk Practitioner Qualification or a Degree in Insurance.
    • FAIS & Industry Training: Experience aligned with the FAIS Act, product-specific training, and Class of Business training for applicable categories upon onboarding.
    • Professional Standards: Ongoing commitment to Continuous Professional Development and the ability to attest to honesty, integrity, and good standing.

    go to method of application »

    Wealth Adviser Assistant

    • Our client is offering an 18-month development opportunity designed to launch your career in the financial world. You will work alongside established financial advisers and management while receiving world-class mentorship and coaching.  

    Responsibilities:

    • Gather policy information and compile summaries.
    • Prepare proposals and client reviews using set templates.
    • Handle data capturing and conduct product information research.
    • Manage new applications, quotations, and existing client enquiries.
    • Manage diaries, schedule appointments, and prepare investment review meetings.
    • Maintain CRM systems and manage detailed administrative documentation.
    • Rebalance and maintain existing portfolios.
    • Prepare and distribute monthly and quarterly statements.
    • Build strong working relationships and meet Service Level Agreement deadlines.
    • Handle Employee Benefit service queries and manage policy renewals.
    • Load new/existing business policies while ensuring full FAIS compliance.

    Requirements:

    • Completed BCom degree (preferably majoring in Information Systems, Analytics, Investment Planning/Risk Management, or Economics).
    • 0–2 years of relevant experience within the financial services industry.
    • Excellent verbal and written communication skills.
    • Strong customer service orientation and problem-solving skills.
    • Effective time management and high attention to detail.
    • Ability to work effectively as a team player.

    go to method of application »

    CBC Product Manager

    • Are you a strategic thinker with a passion for product innovation? Our client is looking for a driven CBC Product Manager to lead the management, enhancement, and growth of their Rewards products. In this dynamic role, you will monitor, analyse, and report on the Perks and 1Lifestyle Plus products, oversee rebranding initiatives, and actively improve the overall client proposition.
    • If you thrive in a fast-paced environment and have a proven track record in product lifecycle management, this could be the perfect fit for you!

    Key Responsibilities:

    • Product Strategy & Lifecycle: Manage the end-to-end life cycle for products, deliver product implementations and changes, and lead product innovation. You will demonstrate an excellent ability to define and implement successful products while developing compelling client value propositions.
    • Performance & Reporting: Track product performance, implement tactical initiatives to drive success, and take responsibility for daily, monthly, and quarterly performance reporting.
    • Marketing & Sales Collaboration: Provide insights to drive marketing and product usage campaigns while balancing the cost to the company, and track the performance of all sales and marketing campaigns to ensure ROI. You will also work with various sales teams to improve sales by providing customer insights and input into sales scripts.
    • Stakeholder & Platform Management: Liaise and negotiate with third-party service providers for potential solutions and manage third-party suppliers and clients. Additionally, you will manage relevant Apps and mobisites, prepare and manage budgets, and utilize project management to enable effective delivery.

    Requirements:

    • Qualifications & Experience: A relevant commercial degree alongside a minimum of 5 years of product or business management experience.
    • Core Skills: Strong project management skills, solid financial acumen, good analytical and problem-solving skills, and strong relationship management skills.
    • Personal Attributes: Excellent written and verbal communication skills, paired with good attention to detail and the ability to work independently.
    • Work Style: The ability to influence cross-functional teams and a high level of comfort working in a constantly changing, pressurized environment.

    go to method of application »

    Advisor Consultant

    • The Advisor Consultant (AC) is a critical operational support position within our client's distribution team. The role is designed to enable business growth by providing exceptional administrative efficiency, technical expertise, and client service. Acting as the central point of contact for clients, advisers, and assistants, the AC ensures that all service interactions, documentation, and investment proposals are delivered compliantly, accurately, and professionally. By managing administrative duties and preparing investment documentation, the AC supports Investment Specialists (IPS) and allows advisers to focus on business development and relationship-building.  

    Key Responsibilities:

    • Prepare and submit supporting documents and investment proposals within agreed SLAs.
    • Ensure all mandates, correspondence, and presentations are accurate, professionally formatted, and compliant.
    • Assist in mandate facilitation and maintain standardised proposal formats.
    • Manage deadlines, priorities, and task lists across multiple Investment Specialists to ensure deliverables are completed with minimal delays.
    • Achieve a target of completing 95% of tasks on time.
    • Respond to queries from clients, advisers, and assistants via email and phone with efficiency and professionalism.
    • Resolve and escalate queries through the appropriate channels.
    • Provide general operational and administrative support to advisers and their teams to deliver proactive and innovative service.
    • Achieve a Client Satisfaction Score of at least 90%.

    Requirements: 

    • Must be a proactive, detail-oriented individual who is passionate about delivering a seamless client experience.
    • Ability to thrive in a fast-paced environment within the financial services sector.
    • Strong sense of ownership, with the ability to take initiative and complete tasks with minimal supervision, aiming for 90% of tasks completed without follow-up reminders.
    • Excellent communication and service orientation, ensuring clear and courteous interactions with zero justified complaints regarding responsiveness or tone.
    • A solution-oriented, positive attitude with a proactive approach to supporting colleagues and contributing to a high-performance team culture.
    • Ability to maintain a 360° feedback rating of 4/5 or higher.
    • Eagerness to learn and openness to feedback, with a target of 90% or higher attendance in internal training sessions.
    • Ability to adapt to new processes and systems in a dynamic investment environment.

    go to method of application »

    Field Services Engineer

    • Are you a skilled technician looking to take ownership of hands-on technical operations across Gauteng?
    • Our client, an industry leader in cash automation solutions across South Africa, is looking for a dedicated professional to manage on-site technical support, preventive maintenance, and customer relations.

    Key Responsibilities:

    • Provide expert on-site technical support and perform systematic troubleshooting on specialized equipment.
    • Conduct routine preventive maintenance to ensure optimal operational efficiency and security.
    • Diagnose hardware and technical issues promptly to deliver reliable repairs.
    • Deliver exceptional customer service through clear communication and direct client support.
    • Work independently in a full-time remote capacity across assigned field locations.

    Requirements:

    • Technical Expertise: Proven background in field service, technical support, and troubleshooting (experience with cash automation systems is a major advantage).
    • Location: Must reside in the Gauteng region, preferably around Pretoria.
    • Mobility: Must possess a valid driver’s license and your own reliable vehicle (a petrol float will be provided).
    • Soft Skills: Outstanding problem-solving abilities, self-motivation to work remotely, and strong interpersonal skills.

    go to method of application »

    Broker Regional Sales Manager

    • Our client, a leading short-term insurer, is seeking a highly strategic and driven Broker Regional Sales Manager (Coastal Region) to lead their distribution strategy and expand their market footprint! If you are a dynamic sales leader with a passion for building robust broker partnerships and driving profitable growth, this is the opportunity for you. You will lead and execute the regional broker distribution strategy across the Coastal Region, driving sustainable growth, profitable business acquisition, broker engagement, retention, and market share expansion. You will be accountable for translating strategic objectives into consistent sales execution through the effective management of Specialist Market Advisers (SMAs), broker partnerships, operational excellence, and strong governance practices.

    Key Responsibilities:

    • Develop and implement regional sales and distribution plans aligned to the IFA Channel strategy and business objectives.
    • Drive growth in Gross Written Premium (GWP), policy count, retention, and profitability across allocated broker segments.
    • Identify regional market opportunities and implement growth initiatives to improve broker productivity and market penetration.
    • Build and maintain strong relationships with key brokers, brokerage principals, and strategic distribution partners.
    • Develop broker engagement plans to increase supporting brokers, market share, retention, and business production.
    • Support the acquisition and onboarding of targeted brokers in line with regional growth objectives.
    • Lead, coach, and develop a team of Specialist Market Advisers to achieve sales and service objectives.
    • Manage individual and team performance through regular coaching, performance reviews, and development planning.
    • Foster a high-performance culture focused on accountability, client-centricity, and collaboration.
    • Monitor and manage regional portfolio performance, including growth, retention, profitability, and loss ratio trends.
    • Analyse broker and portfolio data to identify opportunities, risks, and areas requiring intervention.
    • Ensure sound commercial decision-making that balances growth objectives with underwriting discipline.
    • Oversee broker onboarding activities and ensure effective implementation of broker agreements and accreditation (PSTS) requirements.
    • Drive broker adoption of digital tools, systems, and processes to improve efficiency and service delivery.
    • Ensure adherence to FAIS, regulatory, and internal governance requirements across the region.

    Requirements:

    • Relevant bachelor’s degree in commerce, Business, Finance, Insurance, or CFP.
    • FAIS compliant with RE1 and RE5.
    • Minimum 8 years' experience in insurance distribution, broker management, or commercial insurance leadership.
    • Minimum 5-8 years' experience leading geographically dispersed sales teams.
    • Proven track record in developing strategic broker partnerships and delivering profitable growth.
    • Deep understanding of short-term insurance, broker distribution models, regulatory frameworks, and market dynamics.

    go to method of application »

    Broker Regional Sales Manager :Durban

    • Our client, a leading short-term insurer, is seeking a highly strategic and driven Broker Regional Sales Manager (Coastal Region) to lead their distribution strategy and expand their market footprint! If you are a dynamic sales leader with a passion for building robust broker partnerships and driving profitable growth, this is the opportunity for you. You will lead and execute the regional broker distribution strategy across the Coastal Region, driving sustainable growth, profitable business acquisition, broker engagement, retention, and market share expansion. You will be accountable for translating strategic objectives into consistent sales execution through the effective management of Specialist Market Advisers (SMAs), broker partnerships, operational excellence, and strong governance practices.

    Key Responsibilities:

    • Develop and implement regional sales and distribution plans aligned to the IFA Channel strategy and business objectives.
    • Drive growth in Gross Written Premium (GWP), policy count, retention, and profitability across allocated broker segments.
    • Identify regional market opportunities and implement growth initiatives to improve broker productivity and market penetration.
    • Build and maintain strong relationships with key brokers, brokerage principals, and strategic distribution partners.
    • Develop broker engagement plans to increase supporting brokers, market share, retention, and business production.
    • Support the acquisition and onboarding of targeted brokers in line with regional growth objectives.
    • Lead, coach, and develop a team of Specialist Market Advisers to achieve sales and service objectives.
    • Manage individual and team performance through regular coaching, performance reviews, and development planning.
    • Foster a high-performance culture focused on accountability, client-centricity, and collaboration.
    • Monitor and manage regional portfolio performance, including growth, retention, profitability, and loss ratio trends.
    • Analyse broker and portfolio data to identify opportunities, risks, and areas requiring intervention.
    • Ensure sound commercial decision-making that balances growth objectives with underwriting discipline.
    • Oversee broker onboarding activities and ensure effective implementation of broker agreements and accreditation (PSTS) requirements.
    • Drive broker adoption of digital tools, systems, and processes to improve efficiency and service delivery.
    • Ensure adherence to FAIS, regulatory, and internal governance requirements across the region.

    Requirements:

    • Relevant bachelor’s degree in commerce, Business, Finance, Insurance, or CFP.
    • FAIS compliant with RE1 and RE5.
    • Minimum 8 years' experience in insurance distribution, broker management, or commercial insurance leadership.
    • Minimum 5-8 years' experience leading geographically dispersed sales teams.
    • Proven track record in developing strategic broker partnerships and delivering profitable growth.
    • Deep understanding of short-term insurance, broker distribution models, regulatory frameworks, and market dynamics.

    Method of Application

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