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Virtual Short-Term Insurance Broker (Work From Home) | Upington
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
Education
Tools
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.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.