Virtual Advisor: Commercial Lines (Short-Term Insurance)

SUMMARY:
Role: Virtual Advisor: Commercial Lines (Short-Term Insurance) Role: Virtual Advisor: Commercial Lines (Short-Term Insurance) Virtual Advisor: Commercial Lines (Short-Term Insurance)

POSITION INFO:

Role: Virtual Advisor: Commercial Lines (Short-Term Insurance)

Location: Western cape

Industry: Short-term Insurance 

Our client is seeking a solution-oriented Virtual Advisor to provide expert sales and service to customers regarding short-term insurance business risks. In this role, you will offer tailored advice and solutions for both Personal and Commercial Lines, ensuring clients'' portfolios are regularly reviewed to build a sustainable base.

Key Responsibilities

Client Solutions: Provide sales and service solutions for short-term insurance needs in both Personal and Commercial Lines.

Relationship Management: Establish and maintain professional relationships with all stakeholders, including clients, bankers, insurers, and life advisers.

Sales Performance: Meet sales and growth targets within a virtual advice and hybrid working model.

Compliance: Apply practice management principles, ensuring full compliance with all regulations.

Minimum Requirements

Qualification: NQF5 in Short-term Insurance.

Regulatory Exams: RE5 with Class of Business (COB) up to date.

Experience: Minimum of 3 years’ experience in Commercial Insurance sales.

Licensing: Valid Driver’s license and own car.

FAIS Fit & Proper Requirements This role requires adherence to FAIS Act standards, including:

FSCA-Approved Qualification

Regulatory Exam for Representatives (RE5)

Product Specific and Class of Business Training

Continuous Professional Development (CPD)

Attestation to Honesty, Integrity, and Good Standing