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Virtual Short-Term Insurance Broker
Job summary
A recruitment agency in Cape Town is seeking a Virtual Advisor to provide expert advice for personal lines insurance. The ideal candidate has at least 2 years of experience in short-term insurance sales and must meet FAIS requirements. Responsibilities include servicing clients, maintaining portfolios, and building relationships with stakeholders.
Qualifications
- Minimum of 2 years experience in short-term personal lines insurance sales.
- Must meet the FAIS Fit and Proper Requirements, including RE5.
Responsibilities
- Providing solutions for clients’ personal lines insurance needs.
- Servicing customers and reviewing their portfolios.
- Establishing and maintaining professional relationships.
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.