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 R...