Virtual Short-Term Insurance Broker (Work From Home) | Mthatha

The Recruitment Council; Mthatha; Remote; ZAR 200 000 - 300 000; Full time

Job summary

A recruitment agency is seeking a driven Virtual Advisor to provide expert advice on personal lines insurance. This role involves building and maintaining client portfolios while complying with industry standards. Candidates should have at least 2 years' experience in short-term insurance sales and the necessary qualifications. The position requires excellent communication and time management skills, with a focus on client relationship management.

Qualifications

• Minimum of 2 years’ experience in short-term personal lines insurance sales.
• Must meet FAIS Fit and Proper Requirements.
• Ability to work independently and maintain professional relationships.

Responsibilities

• Provide solutions for clients’ personal lines insurance needs.
• Service customers and review their portfolios.
• Establish and maintain professional relationships with stakeholders.

Skills

Excellent communication skills

Time management

Computer proficiency (Microsoft Office)

Education

FSCA-approved qualification and RE5 certification

Job description

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.