Insurance Professional

1 month ago


Randburg, Gauteng, South Africa Energy at Work Projects Full time
About the Role

As a Short-Term Insurance Adviser with Energy at Work Projects, you will work closely with clients to provide tailored advice on their Personal Lines insurance needs. Your responsibility will be to build lasting relationships by regularly reviewing client portfolios and delivering exceptional service. This role involves collaborating with various stakeholders across the Company, including bank personnel, product providers, and virtual advisers.

Key Responsibilities
  • Provide solution-oriented advice on Personal Lines insurance needs
  • Build and maintain strong relationships with clients
  • Collaborate with various stakeholders to achieve business objectives
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
  • 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


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