Virtual Advisor: STI (FAIS) Commercial Lines

apartmentThe Recruitment Council placeJohannesburg calendar_month 

Role: Virtual Advisor: STI (FAIS) Commercial Lines

Category: Insurance

Salary: Market-Related

Our client is looking for an experienced and driven Virtual Short-Term Insurance Advisor to join a dynamic team focused on delivering solution-oriented advice and service in both Personal and Commercial Lines. Operating in a virtual and hybrid model, youll play a vital role in offering tailored insurance solutions and growing a sustainable client portfolio.

Key Responsibilities:

  • Provide expert advice and insurance solutions to clients with business risk and personal insurance needs.
  • Establish and maintain professional relationships with key stakeholders, including clients, bankers, insurers, and life advisers.
  • Meet sales and growth targets in a virtual/hybrid model.
  • Conduct regular portfolio reviews to ensure ongoing client satisfaction and retention.
  • Ensure full compliance with practice management, FAIS, and industry regulations.

Qualifications:

  • FSCA-Approved Qualification.
  • RE5 Regulatory Exam for Representatives.
  • FAIS-recognised experience.
  • Product Specific Training (provided on appointment).
  • Class of Business (COB) Training.
  • CPD (Continuous Professional Development) compliance.
  • Honesty, integrity, and good standing.
  • Valid drivers license and own reliable vehicle.
  • NQF Level 5 in Short-Term Insurance.
  • RE5 with up-to-date COB and CPD.

Experience:

  • Minimum 3 years experience in Commercial Insurance sales.
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