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Virtual Short-Term Insurance Broker
Job summary
A recruitment firm in South Africa is seeking a Virtual Advisor to provide expert advice on personal lines insurance. The ideal candidate will build and maintain a sustainable client base, requiring at least 2 years of experience in short-term insurance sales. Strong communication and time management skills are essential, along with an FSCA-approved qualification and the RE5 exam. This role promises an exciting career with plenty of client interaction.
Qualifications
- Minimum of 2 years' experience in short-term personal lines insurance sales.
- FAIS Fit and Proper Requirements must be met, including RE5 exam.
- Excellent verbal and written communication skills.
Responsibilities
- Providing solutions for clients’ personal lines insurance needs.
- Servicing customers and reviewing portfolios regularly.
- Maintaining professional relationships with clients and stakeholders.
Skills
Education
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.