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

The Recruitment Council; Upington; Remote; ZAR 250 000 - 350 000; Full time

Job summary

A recruitment agency in South Africa seeks a Virtual Advisor to provide expert advice on personal lines insurance. The role involves building a client base, servicing client needs, and maintaining professional relationships with various stakeholders. Candidates should have at least 2 years of sales experience in short-term insurance, strong communication skills, and be self-motivated.

Qualifications

• Minimum of 2 years experience in short-term personal lines insurance sales.
• FAIS Fit and Proper Requirements must be met, including the Regulatory Exam for Representatives (RE5).
• Ability to work independently and be self-motivated.

Responsibilities

• Provide solutions for clients' insurance needs.
• Establish and maintain relationships with clients, bankers, and insurers.
• Review client portfolios to ensure long-term relationships.

Skills

Communication skills

Time management

Computer proficiency

Education

FSCA-approved qualification

Tools

Microsoft Office

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.