Virtual Advisor (FAIS): Short-Term Insurance: Wealth

SUMMARY:
Virtual Advisor (FAIS) : Short-Term Insurance : Wealth

POSITION INFO:
Join Our Client’s Wealth Insure Team as a Short-Term Insurance Adviser!
Are you an experienced, dynamic, and customer-focused Short-Term Insurance professional? Do you have a passion for delivering tailor-made solutions to high-net-worth clients? Our Client’s Advice and Investment department is looking for talented individuals to join their Wealth Insure Team (Personal Lines).
About the Role
As a Short-Term Insurance Adviser, you’ll work with clients to provide solution-oriented advice on their Personal Lines insurance needs. You’ll build lasting relationships by regularly reviewing client portfolios and delivering exceptional service. This role allows you to work with a range of stakeholders across the Company, 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

• 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