Virtual Short-Term Insurance Broker

The Recruitment Council; Remote; USD 60,000 - 80,000; Full time

Job summary

A dynamic recruitment agency is looking for a Virtual Advisor to join their team in New York. This position focuses on providing expert solutions for personal lines insurance while building a sustainable client base. The ideal candidate will have at least 2 years of insurance sales experience and must possess an FSCA-approved qualification. Strong communication skills and an energetic, self-motivated attitude are essential. This role offers the opportunity to develop lasting professional relationships.

Qualifications

• Minimum of 2 years’ experience in short-term personal lines insurance sales.
• Ability to meet the FAIS Fit and Proper Requirements.

Responsibilities

• Provide solutions for clients’ personal lines insurance needs.
• Service customers and review portfolios for long-term relationships.
• Establish and maintain relationships with clients, bankers, and insurers.
• Adhere to compliance requirements.

Skills

Excellent communication skills

Strong time management skills

Computer proficiency in Microsoft Office

Energetic and self-motivated

Education

FSCA-approved qualification and Regulatory Exam for Representatives (RE5)

Job description

Overview

Are you a dynamic and driven individual with a passion for short-term insurance?

Our client is looking for a Virtual Advisor to join their team, focusing on providing expert advice and solutions for personal lines insurance. This is a unique opportunity to build a sustainable client base through a solution-oriented sales and service approach.

Responsibilities

• Providing solutions for clients’ personal lines insurance needs.
• Servicing customers and regularly reviewing their portfolios to ensure long-term relationships.
• Establishing and maintaining professional relationships with various stakeholders, including clients, bankers, and insurers.
• Applying sound practice management, including adherence to all compliance requirements.

Requirements

• A minimum of 2 years’ experience in short-term personal lines insurance sales.
• To meet the FAIS Fit and Proper Requirements, including having an FSCA-approved qualification and the Regulatory Exam for Representatives (RE5).
• Excellent communication skills, both verbal and written, and the ability to work independently.
• Strong time management skills and computer proficiency, particularly in Microsoft Office.
• To be energetic, self-motivated, and driven.