Occupational Certificate: Insurance Agent
SAQA ID: 91784 | NQF Level: 5 | Credits: 156
Delivery:
Inhouse Corporate
Public Programme
Duration:
12 months
Mode:
Online Facilitated Classes
Accreditation
Quality Council for Trades and Occupations
Program outline
Programme overview
This qualification is designed to help individuals operate confidently in the financial services sector, addressing challenges in the economic environment and the changing world of work. It also serves as a formal certification for individuals with experience in underwriting but without formal education, enhancing the professionalism of the occupation and ensuring technical expertise within the industry. It sets a minimum educational standard for new entrants, fostering competence, compliance, risk assessment, and management efficiency.
Is this course for you?
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- School leavers interested in finance or insurance
- Sales professionals looking to enter the insurance sector
- Individuals working in financial services seeking formal qualifications
- Professionals wanting to specialise in underwriting or advisory roles
Your advantage
Save Time and Money
Connect from anywhere in the online facilitated classes with our industry experts and fellow learners. There is no need to relocate or travel—save time and money while gaining valuable interpersonal skills by participating in collaborative projects.
Study Your Way
Our flexible online evening classes are tailored for working professionals like you. Learn at your own pace so you can balance work and study.
Are you just starting out? Then, attend our intensive foundation program and a job placement to gain the experience needed to succeed in your new career.
Personalized Learning
iFundi’s AI platform tailors your learning journey. Get customized study advice, instant feedback, and dedicated personal support every step of the way.
What will set you apart
Strong understanding of risk and insurance products
Excellent communication and persuasion skills
Ability to build long-term client relationships
Knowledge of compliance and regulatory requirements
Confidence in advising clients on financial protection solutions
Module breakdown
- Administration and Record Keeping in Insurance
- Insurance Risk Management
- Application of Legal and Insurance Principles
- Rating and Pricing of Insurance Products
- Operational and Administrative Procedures
- Evaluating Risk Information and Risk Exposure
What our students say
“This course opened doors to a rewarding career in AI. The practical training was exceptional.” — Themba N.
“Learning Python and machine learning gave me the confidence to create impactful AI solutions.” — Zandile M.
Course Convenor
Nqobile Muleya is a seasoned Data Scientist and AI expert with over nine years of experience in machine learning, statistical analysis, and data science. Currently pursuing a Ph.D. in Data Science, Nqobile has trained professionals in AI tools and techniques and developed impactful AI models across industries.
Earn a certificate
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- Certification: Occupational Certificate in Insurance Agent
- Accreditation: SAQA-accredited (ID: 91784).
- NQF Level: Level 5 with 156 credits.
- Duration: 12 months
iFundi has assisted many leading companies to prepare their teams for the 4th Industrial Revolution. Ready to do the same for your workforce? Speak with one of our advisors today.
recognized by top accreditation bodies and industry leaders
What people ask
What does an Insurance Agent do?
An Insurance Agent helps individuals and businesses choose the right insurance policies to protect their assets. They assess client needs, explain policy options, and recommend suitable coverage.
What qualification do I need to become an Insurance Agent?
You typically need a recognised qualification such as an Insurance Agent Certificate (NQF Level 5). A Matric certificate is usually the minimum entry requirement.
How long does it take to complete the course?
The Insurance Agent qualification usually takes around 12 months to complete, depending on your study pace and training provider.
Can I study Insurance Agent courses online?
Yes, many institutions offer online facilitated learning, allowing you to study from anywhere while receiving support from facilitators.
What skills do I need to succeed as an Insurance Agent?
Key skills include:
- Communication and interpersonal skills
- Sales and negotiation abilities
- Analytical thinking and risk assessment
- Attention to detail
- Customer service skills
Is being an Insurance Agent a good career?
Yes, it offers strong earning potential, especially through commission, and provides opportunities for growth into advisory, underwriting, or management roles.
How much does an Insurance Agent earn in South Africa?
Earnings vary based on experience and performance:
- Entry-level: R8,000 – R15,000/month
- With commission: R15,000 – R35,000/month or more
- Experienced professionals can earn significantly higher
What career opportunities are available after this qualification?
You can pursue roles such as:
- Insurance Agent
- Insurance Broker
- Insurance Consultant
- Underwriter
- Financial Advisor