Virtual Advisor: Commercial Lines (Short-Term Insurance) I Western Cape
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
