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Job summary
A recruitment agency is seeking a dynamic Virtual Advisor to provide expert advice on personal lines insurance. This role involves building a sustainable client base, maintaining professional relationships with clients and insurers, and ensuring compliance. Candidates should have at least 2 years of experience in insurance sales and possess an FSCA-approved qualification. Strong communication and time management skills are essential.
Qualifications
Minimum of 2 years’ experience in short-term personal lines insurance sales.
Must meet FAIS Fit and Proper Requirements, including the RE5 exam.
Energetic, self-motivated, and driven.
Responsibilities
Providing solutions for clients’ personal lines insurance needs.
Servicing customers and reviewing their portfolios for long-term relationships.
Establishing relationships with clients, bankers, and insurers.
Skills
Excellent communication skills
Time management
Computer proficiency
Education
FSCA-approved qualification
Tools
Microsoft Office
Job description
A recruitment agency is seeking a dynamic Virtual Advisor to provide expert advice on personal lines insurance. This role involves building a sustainable client base, maintaining professional relationships with clients and insurers, and ensuring compliance. Candidates should have at least 2 years of experience in insurance sales and possess an FSCA-approved qualification. Strong communication and time management skills are essential.