Virtual Advisor

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

Build and maintain relationships with clients, bankers, insurers, and advisers

Meet or exceed sales and growth targets in a hybrid working model

Provide compliant short-term insurance advice in line with FAIS requirements

Review and update client portfolios regularly

Apply sound practice management and ensure full compliance

Service client requests promptly and effectively

What You Bring

NQF5 in Short-term Insurance

RE5 with Class of Business (COB) up to date

3+ years’ experience in Commercial Insurance sales

Proven track record of meeting and exceeding sales targets

Strong client relationship management skills

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.