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, youll 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 drivers 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.