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Résumé du poste
A recruitment agency is seeking a dynamic Virtual Advisor to provide expert advice in personal lines insurance. The ideal candidate has 2+ years in insurance sales, strong communication skills, and a self-motivated attitude. This role focuses on building sustainable client relationships and ensures compliance with industry requirements. Join a team that values dedication and client satisfaction.
Qualifications
- Minimum of 2 years’ experience in short-term personal lines insurance sales.
- Excellent communication skills, both verbal and written.
- Ability to work independently and manage time effectively.
Responsabilités
- Providing solutions for clients’ personal lines insurance needs.
- Servicing customers and regularly reviewing their portfolios.
- Maintaining professional relationships with clients and stakeholders.
Connaissances
Formation
Outils
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.
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.