Job Description
Our client is seeking a solution-oriented Virtual Advisor to provide expert sales and service to customers regarding short-term insurance business risks. In this role, you will offer tailored advice and solutions for both Personal and Commercial Lines, ensuring clients’ portfolios are regularly reviewed to build a sustainable base.
Key Responsibilities
- Client Solutions: Provide sales and service solutions for short-term insurance needs in both Personal and Commercial Lines.
- Relationship Management: Establish and maintain professional relationships with all stakeholders, including clients, bankers, insurers, and life advisers.
- Sales Performance: Meet sales and growth targets within a virtual advice and hybrid working model.
- Compliance: Apply practice management principles, ensuring full compliance with all regulations.
Minimum Requirements
- Qualification: NQF5 in Short-term Insurance.
- Re...