Short Term Advisor | Personal Lines

Industry : Short-term Insurance

Our client is seeking a solution-oriented Virtual Advisor to provide expert sales and service to customers regarding short-term insurance business risks. In this role, you will offer tailored advice and solutions for both Personal and Commercial Lines, ensuring clients' portfolios are regularly reviewed to build a sustainable base.

Key Responsibilities

Client Solutions: Provide sales and service solutions for short-term insurance needs in both Personal and Commercial Lines.

Relationship Management: Establish and maintain professional relationships with all stakeholders, including clients, bankers, insurers, and life advisers.

Sales Performance: Meet sales and growth targets within a virtual advice and hybrid working model.

Compliance: Apply practice management principles, ensuring full compliance with all regulations.

Minimum Requirements

Qualification: NQF5 i...