Virtual Advisor: STI (FAIS) Commercial Lines

Cape Town, Western Cape
Permanent
Full-time

11 days ago

Virtual Advisor: STI (FAIS) Commercial LinesJob Description SummaryTo 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 both Personal and Commercial Lines. To service customers on request and regularly review the client's portfolio to build a sustainable client base.Job DetailsEstablish 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.FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service):
FSCA-Approved Qualification
Regulatory Exam for Representatives (RE5)
Experience as Per the FAIS Act
Product Specific Training once onboarded
Class of Business Training
Continuous Professional Development
Attest to Honesty, Integrity, and Good StandingValid Drivers license and carMinimum QualificationNQF5 in Short-term InsuranceRE5 with COB up to dateMinimum Experience3 years experience in Commercial Insurance sales

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