Virtual Advisor: STI (FAIS) Personal Lines - Cape Town
Job Description Summary
Location - Cape Town & Bloemfontein
To provide a solution orientated sales and service to customers in Short-term Insurance business risks and give advice. To provide solutions for the client's short-term insurance needs in Personal Lines. To service customers on request and regularly review the client's portfolio to build a sustainable client base.
Job Details
Establish and maintain a professional relationship with all stakeholders (Client, Bankers, Insurers, and Life Advisers). In a virtual advice and hybrid model meets sales and/or growth targets. Apply practice management including all Compliance.
Minimum Qualification
Hybrid (to be discussed in interview)
Location - Cape Town & Bloemfontein
To provide a solution orientated sales and service to customers in Short-term Insurance business risks and give advice. To provide solutions for the client's short-term insurance needs in Personal Lines. To service customers on request and regularly review the client's portfolio to build a sustainable client base.
Job Details
Establish and maintain a professional relationship with all stakeholders (Client, Bankers, Insurers, and Life Advisers). In a virtual advice and hybrid model meets sales and/or growth targets. Apply practice management including all Compliance.
Minimum Qualification
- FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service):
- FSCA-Approved Qualification
- Regulatory Exam for Representatives (RE5)
- Continuous Professional Development
- Attest to Honesty, Integrity, and Good Standing
- 2 years’ experience in short term Personal lines Insurance sales
- FLUENT IN AFRIKAANS
Hybrid (to be discussed in interview)
Apply Online
Can’t find anything with the right fit?
Get in touch with our expert career advisors to discuss how we can help you find something suited to your skills