Insurance Solutions Specialist
2 weeks ago
About Energy At Work
We are a dynamic and customer-focused organization that specializes in delivering tailor-made insurance solutions to high-net-worth clients. Our team is dedicated to providing exceptional service and building lasting relationships with our clients.
Job Overview
This role offers a unique opportunity for an experienced Insurance professional to join our Wealth Insure Team as a Short-Term Insurance Adviser. You will work closely with clients to provide solution-oriented advice on their Personal Lines insurance needs, leveraging your expertise in tailor-made insurance solutions for the wealth market.
Key Responsibilities
- Develop and implement customized insurance solutions for high-net-worth clients
- Build and maintain strong relationships with clients through regular portfolio reviews and exceptional service
- Collaborate with stakeholders across the organization, including bank personnel, product providers, and virtual advisers
Requirements
- Qualifications: FAIS-compliant Short-Term Insurance NQF 5 and RE5 certification (RE1 an advantage)
- Experience: At least 5 years in a relevant role, with a proven track record serving high-net-worth clients (candidates under supervision will not be considered)
- Knowledge: Expertise in tailor-made insurance solutions for the wealth market
- Professional Standards: Up-to-date with Continuous Professional Development requirements, with a commitment to honesty, integrity, and good standing
Additional Requirements
- Own transport and a valid driver's license (role is both virtual and face-to-face)
- Fluent in English and Afrikaans
- Strong communication and administration skills
Compensation Package
The estimated salary range for this position is R800,000 - R1,200,000 per annum, depending on experience and qualifications.
Why Join Us?
At Energy At Work, we offer a supportive and results-driven environment where you can grow and develop your skills. If you are a motivated and customer-focused professional looking for a new challenge, we encourage you to apply.
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