SUMMARY:
Face-to-Face Short-Term Insurance Advisor (Wealth Market)
POSITION INFO:
Our client is seeking a dynamic Short-Term Insurance Advisor to join their Wealth Insure Team. The role involves providing face-to-face insurance advice and solutions for personal lines clients, managing insurance portfolios, and meeting sales targets.
Key Responsibilities:
- Offer tailored short-term insurance solutions to clients.
- Build and maintain strong client relationships.
- Review clients' portfolios and meet sales/growth targets.
- Manage your own broker practice.
Qualifications & Experience:- FAIS Fit and Proper Requirements.
- FSCA-approved Short-Term Insurance qualification (NQF 5).
- Minimum 5 years of experience in short-term insurance, including high-net-worth clients.
- Knowledge of the Wealth Market and tailored insurance solutions.
- Valid RE5 (RE1 advantage), up-to-date Continuous Professional Development.
Other Requirements:- Own transport & valid driver’s license (role involves face-to-face and virtual interaction).
- Strong communication and admin skills.
Why Join?- Competitive compensation and career growth.
- Be part of a supportive team focused on client satisfaction.
Should you not receive a response from us within 2 weeks, please consider your application unsuccessful.
