About Us

Careers @ Ambiton

Do you feel that you have what it takes to add value to our excellent team? 

In keeping with our Industry laws, we are regrettably unable to employ persons with criminal records, bad credit history, or those specifically barred from working within the Industry. Further to these requirements, we look for exceptional individuals who are client-centric and self-motivated in their approach to business. Our standards are high - much like our client's expectations!

We currently have the following vacancies available:

CERTIFIED FINANCIAL PLANNER / PARAPLANNER

Sales executives are the key point of contact between an organization and its clients: answering queries, offering advice and introducing new products. Performing a wide range of administrative and support activities which require methodical and meticulous thinking in order to generate and monitor risk benefit plans, estate plans, retirement and investment plans, following the 6 steps of Financial Planning to ensure the successful preparation of client files for client appointments, working hand-in-hand with the Financial Advisors.

Minimum Requirements:

  • Grade 12 (Matric) Certificate
  • Full Tertiary Qualification acknowledged by the FSCA is essential (i.e. BCom)
  • Post Graduate in Financial Planning will be advantageous
  • Certified Financial Planner Status (& Membership through FPI) will be advantageous
  • RE5 examination non-negotiable
  • Be fully bilingual (English & Afrikaans)
  • Driver’s License and Own Reliable Vehicle Essential
  • In-depth short-term insurance knowledge essential
  • In-depth long-term insurance knowledge essential
  • Class of Business: Long Term Insurance (if DOFA date is after 1 April 2018)
  • Class of Business: Pension Fund Benefits (if DOFA date is after 1 April 2018)
  • Class of Business: Investments (if DOFA date is after 1 April 2018)
  • Class of Business: Long- & Short-Term Deposits (if DOFA date is after 1 April 2018)
  • Class of Business: Health Service Benefits (if DOFA date is after 1 April 2018)
  • Proven Track record of relevant Continuous Professional Development (CPD) in the previous and current CPD cycles
  • Product Specific Training Certificates of all products previously marketed and or worked with
  • Computer skills and knowledge (especially of Word, Excel, Outlook, Internet) and knowledge of operation of standard office equipment
  • Knowledge of clerical and administrative procedures and systems, such as filing and proper record keeping
  • Knowledge of principles and practices of basic office/administrative management
  • Life Assurance products – Know the different types of insurance products, limits and restrictions.
  • Tax implications and benefits – How tax will be applied in the event of retirements / death / disability; fringe benefits and when benefits will be tax deductible.
  • Investments - Know and understand how to read market movements / fluctuations; income revisions and portfolio rebalances / switches).
  • Commission structures – Different commission applies to different products therefore it is vital that the correct commission is applied. Know the difference between the maximum and minimum on each product.

Commercial Lines Underwriter:

This is a combined sales and service position, whose primary function is to provide quality service to clients and to cross-sell within the existing book of business. The Commercial Lines Underwriter will be the day-to-day liaison between insurance companies and their designated accounts. The Commercial Lines Underwriter will manage and control the relationships with their clients. As needed, they will co-ordinate and defer to the manager, marketing staff and insurers on strategic account issues and potential problems. Daily tasks encompass, but are not limited to, general servicing of clients and client management, renewals, endorsements, risk assessment and assistance with survey requirements.

Minimum Requirements:

  • Grade 12 (Matric) Certificate
  • Fit & Proper Representative Registered with FSCA (non-negotiable)
  • 2 or more years’ experience in Commercial Lines Underwriting
  • Relevant Insurance qualification (minimum NQF Level 5, 120 credits)
  • RE5 Regulatory Examination (for representatives)
  • Class of Business: Short Term Personal Lines (if DOFA date post 01/04/2018)
  • Class of Business: Short Term Commercial Lines (if DOFA date post 01/04/2018)
  • Relevant Product Specific Training Certificates (if DOFA date post 01/04/2018)
  • Proven track record of continuous professional development (CPD) hours achieved within the current cycle.
  • In depth knowledge of short-term insurance cover and the ability to communicate this clearly to clients and insurers.
  • Fully Bilingual in English and Afrikaans
  • Computer skills and knowledge (Word, Excel, Outlook, Internet)

Application Details:

Should you be interested, please send your detailed CV along with your ID, Drivers (if applicable) and all the relevant Fit & Proper Qualifications (Matric, Full Qualification, RE5 Certificate, CPD Certificates, Class of Business Certificates and Product Specific Training Certificates) to hr@ambiton.co.za for consideration. Should you not be contacted within 14 days, please consider your application unsuccessful.

Kindly request more specifics on the role from hr@ambiton.co.za, clearly indicating which position you are applying for. Should you not meet the minimum requirements of the role or have not heard back from us within 14 days, please consider your application unsuccessful.