SUMMARY:
Virtual Advisor: STI (FAIS) Commercial Lines
POSITION INFO:
Role: Virtual Advisor: STI (FAIS) Commercial Lines
Category: Insurance
Salary: Market-Related
Our client is looking for an experienced and driven Virtual Short-Term Insurance Advisor to join a dynamic team focused on delivering solution-oriented advice and service in both Personal and Commercial Lines. Operating in a virtual and hybrid model, you’ll play a vital role in offering tailored insurance solutions and growing a sustainable client portfolio.
Key Responsibilities:
- Provide expert advice and insurance solutions to clients with business risk and personal insurance needs.
- Establish and maintain professional relationships with key stakeholders, including clients, bankers, insurers, and life advisers.
- Meet sales and growth targets in a virtual/hybrid model.
- Conduct regular portfolio reviews to ensure ongoing client satisfaction and retention.
- Ensure full compliance with practice management, FAIS, and industry regulations.
Qualifications:
- FSCA-Approved Qualification.
- RE5 – Regulatory Exam for Representatives.
- FAIS-recognised experience.
- Product Specific Training (provided on appointment).
- Class of Business (COB) Training.
- CPD (Continuous Professional Development) compliance.
- Honesty, integrity, and good standing.
- Valid driver’s license and own reliable vehicle.
- NQF Level 5 in Short-Term Insurance.
- RE5 with up-to-date COB and CPD.
Experience:
- Minimum 3 years’ experience in Commercial Insurance sales.
