Job Description
Overview
Are you a dynamic and driven individual with a passion for short-term insurance?
Our client is looking for a Virtual Advisor to join their team, focusing on providing expert advice and solutions for personal lines insurance. This is a unique opportunity to build a sustainable client base through a solution-oriented sales and service approach.
- 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.
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