Adviser : Virtual STI I (FAIS)- CPT

Absa Group Limited; Cape Town; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A financial services provider in Cape Town is seeking a Virtual Adviser for short-term insurance. The role involves providing solution-oriented sales and service, establishing relationships with clients, and achieving sales targets. Candidates must possess an NQF5 in Short-term Insurance and have at least 3 years' experience in commercial insurance sales. The position offers an opportunity for personal development in managing a broker practice.

Qualifications

• FSCA-Approved Qualification necessary.
• RE5 certification required.
• Must have 3 years' experience in commercial insurance sales.

Responsibilities

• Provide solution-oriented sales and service to clients.
• Maintain professional relationships with all stakeholders.
• Meet sales and/or growth targets telephonically.

Skills

Solution-oriented sales

Customer service

Relationship management

Sales target achievement

Education

NQF5 in Short-term Insurance

Further Education and Training Certificate (FETC)

Job description

Adviser : Virtual STI I (FAIS)- CPT

Job Location: Western Cape, Cape Town

Deadline: October 31, 2025

Job Summary

Provide a solution-oriented sales and service to customers in short‑term insurance risk and give advice. Provide solutions for the client's short-term insurance needs in both Commercial and Personal Lines. Service customers on request and regularly review the client's portfolio to build a sustainable client base.

Job Description

• Establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, Product providers, Virtual Advisers and Virtual Agents).
• Telephonically meet sales and/or growth targets.
• Personal development: manage own broker practice.

FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service)

• FSCA-Approved Qualification
• Regulatory Exam for Representatives (RE5)
• Experience As Per the FAIS Act
• Product Specific Training once Onboarded
• Class Of Business Training
• Continuous Professional Development
• Attest To Honesty, Integrity, and Good Standing

Minimum Qualification

• NQF5 in Short‑term Insurance
• RE5

Minimum Experience

3 years’ experience in commercial insurance sales.

Education

• Further Education and Training Certificate (FETC)

End Date: October 8, 2025