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 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.
