Virtual Short-Term Insurance Broker

apartmentThe Recruitment Council placeCape Town calendar_month 

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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