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Virtual Advisor: Commercial Lines (Short-Term Insurance) I Western Cape

Company

The Recruitment Council

Location

workfromhome, South-Africa

Type

Full-time

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...

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