Personal Portfolio Consultant: African Independent Brokers


Personal Portfolio Consultant: African Independent Brokers


Our Company is looking for a personal portfolio consultant to join our team. We are looking for someone who is able to work in a fast-paced team environment, who is self-driven and who has the ability to work under pressure.

Key Performance Areas

  • Policy maintenance
  • Ensure that the appropriate information and advice is provided to assist the client with their Insurance portfolio.
  • Up-sell and cross-sell new products or services to customers
  • Maintain low audit error scores.
  • Retaining of clients by re-quoting or using saving tools and techniques.
  • Handling customer queries in a timely and professional manner.
  • Welcoming the client to the company and maintaining a good relationship with all clients.
  • Providing world class service and looking after the company’s best interests at all times.


  • Matric
  • Insurance background 
  • RE would be an advantage

Knowledge,Skills & Abilities

  • Good interpersonal skills
  • Computer literate
  • Good Communication skills
  • Ability to work under pressure

Benefits: Medical Aid and RA benefits

Location: Selcourt, Springs (Selcourt)

Apply by email
Shineen Herholdt

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