SUMMARY:
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POSITION INFO:
Virtual Advisor – Commercial Lines
Location: South Africa (Hybrid / Remote)
Type: Permanent | Short-Term Insurance Sales
Advise. Sell. Retain.
We’re looking for a solution-driven Virtual Advisor to provide expert short-term insurance advice across both Commercial and Personal Lines. If you’re passionate about building sustainable client relationships, achieving sales targets, and delivering excellent service, this role is your opportunity to grow with a leading financial services provider.
About the Role
You’ll work in a hybrid/virtual model, advising clients on their short-term insurance needs, meeting sales and growth targets, and ensuring ongoing client retention through portfolio reviews and exceptional service.
What You’ll Do
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Build and maintain relationships with clients, bankers, insurers, and advisers
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Meet or exceed sales and growth targets in a hybrid working model
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Provide compliant short-term insurance advice in line with FAIS requirements
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Review and update client portfolios regularly
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Apply sound practice management and ensure full compliance
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Service client requests promptly and effectively
What You Bring
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NQF5 in Short-term Insurance
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RE5 with Class of Business (COB) up to date
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3+ years’ experience in Commercial Insurance sales
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Proven track record of meeting and exceeding sales targets
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Strong client relationship management skills
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Valid driver’s licence and own transport
What Success Looks Like
A growing, loyal client base built on trust, expert advice, and consistent delivery of results.
