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Descrizione del lavoro
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.
Competenze
- 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.
Mansioni
- Provide solutions for clients’ personal lines insurance needs.
- Service customers and review their portfolios.
- Establish and maintain professional relationships with stakeholders.
Conoscenze
Formazione
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.
* Il benchmark retributivo si basa sugli obiettivi retributivi dei leader del mercato nei rispettivi settori. È pensato per orientare gli utenti Premium nella valutazione delle posizioni aperte e aiutarli a negoziare la propria retribuzione. Tale benchmark non è fornito direttamente dall'azienda, quindi la retribuzione effettiva potrà risultare anche notevolmente superiore o inferiore.