Virtual Advisor: STI

2 weeks ago

Cape Town, South Africa The Recruitment Council Full time

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 QualificationRegulatory Exam for Representatives (RE5)Experience as Per the FAIS ActProduct Specific Training once onboardedClass of Business TrainingContinuous Professional DevelopmentAttest 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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