Virtual Advisor: Sti (fais) Commercial Lines
Job Description
Virtual Advisor: STI (FAIS) Commercial Lines
Summary
To 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 Details
Establish 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 Qualification
Regulatory Exam for Representatives (RE5)
Experience as Per the FAIS Act
Product Specific Training once onboarded
Class of Business Training
Continuous Professional Development
Attest to Honesty, Integrity, and Good Standing
Valid Drivers license and car
Minimum Qualification
NQF5 in Short-term Insurance
RE5 with COB up to date
Minimum Experience
3 years experience in Commercial Insurance sales
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Job Detail
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Job IdJD1498723
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationCape Town, Western Cape, South Africa
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EducationNot mentioned