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 Requirement...