Here’s a list of jobs that may require little experience but do require the RE5 exam, which is a common requirement in South Africa’s financial services industry:
Junior Financial Planner (Trainee)
Responsibilities: Assisting senior financial planners in developing financial plans and servicing clients.
Skills Needed: Client service, basic financial knowledge.
Requirements: RE5, some trainee programs accept individuals with little to no experience.
These jobs provide a good entry point into the financial services sector for those with an RE5 qualification and limited experience.
Insurance Sales Representative
Responsibilities: Selling life, health, or general insurance products to clients.
Skills Needed: Strong communication skills, basic financial knowledge, customer service skills.
Requirements: RE5, little to no experience required in some cases.
Tied Financial Advisor
Responsibilities: Providing financial advice for a single company’s products, such as life insurance, annuities, and investment services.
Skills Needed: Client relationship management, product knowledge.
Requirements: RE5, usually minimal prior experience required.
Call Centre Agent (Financial Services)
Responsibilities: Assisting customers with inquiries about financial products, resolving issues, selling financial products over the phone.
Skills Needed: Good communication skills, customer service.
Requirements: RE5, some call center experience can be helpful, but not always required.
Junior Compliance Officer
Responsibilities: Supporting the compliance team in ensuring that the company adheres to financial regulations.
Skills Needed: Attention to detail, basic understanding of regulations.
Requirements: RE5, some companies may offer entry-level positions.
Underwriter Assistant
Responsibilities: Assisting the underwriter in processing insurance applications and managing policies.
Skills Needed: Organizational skills, analytical mindset.
Requirements: RE5, entry-level positions may require little experience.
Claims Administrator
Responsibilities: Managing and processing insurance claims.
Skills Needed: Organizational skills, attention to detail.
Requirements: RE5, usually minimal experience required.
Broker Support Consultant
Responsibilities: Supporting insurance brokers with administrative tasks, client documentation, and queries.
Skills Needed: Client service skills, organizational abilities.
Requirements: RE5, entry-level roles often require little experience.
Client Services Consultant (Financial Services)
Responsibilities: Assisting clients with queries, managing accounts, and providing product information.
Skills Needed: Strong communication and client service skills.
Requirements: RE5, some roles require little to no experience.
Sales Administrator (Financial Products)
Responsibilities: Assisting with the administrative tasks for the sales team, including contract management and client documentation.
Skills Needed: Administrative and organizational skills.
Requirements: RE5, minimal experience often required.
Junior Financial Planner (Trainee)
Responsibilities: Assisting senior financial planners in developing financial plans and servicing clients.
Skills Needed: Client service, basic financial knowledge.
Requirements: RE5, some trainee programs accept individuals with little to no experience.
These jobs provide a good entry point into the financial services sector for those with an RE5 qualification and limited experience.