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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
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.