Short Term Advisor | Personal Lines

SUMMARY:
Short Term Advisor | Personal Lines

POSITION INFO:
Industry: Short-term Insurance Our client is seeking a solution-oriented Virtual Advisor to provide expert sales and service to customers regarding short-term insurance business risks. In this role, you will offer tailored advice and solutions for both Personal and Commercial Lines, ensuring clients'''' portfolios are regularly reviewed to build a sustainable base. Key Responsibilities Client Solutions: Provide sales and service solutions for short-term insurance needs in both Personal and Commercial Lines. Relationship Management: Establish and maintain professional relationships with all stakeholders, including clients, bankers, insurers, and life advisers. Sales Performance: Meet sales and growth targets within a virtual advice and hybrid working model. Compliance: Apply practice management principles, ensuring full compliance with all regulations. Minimum Requirements Qualification: NQF5 in Short-term Insurance. Regulatory Exams: RE5 with Class of Business (COB) up to date. Experience: Minimum of 3 years' experience in Commercial Insurance sales. Licensing: Valid Driver's license and own car. FAIS Fit & Proper Requirements This role requires adherence to FAIS Act standards, including: FSCA-Approved Qualification Regulatory Exam for Representatives (RE5) Product Specific and Class of Business Training Continuous Professional Development (CPD) Attestation to Honesty, Integrity, and Good Standing