Are you a dynamic and driven individual with a passion for short-term insurance? Our client is looking for a Virtual Advisor to join their team, focusing on providing expert advice and solutions for personal lines insurance. This is a unique opportunity to build a sustainable client base through a solution-oriented sales and service approach.

Responsibilities:

Providing solutions for clients’ personal lines insurance needs. Servicing customers and regularly reviewing their portfolios to ensure long-term relationships. Establishing and maintaining professional relationships with various stakeholders, including clients, bankers, and insurers. Applying sound practice management, including adherence to all compliance requirements.

Requirements:

A minimum of 2 years’ experience in short-term personal lines insurance sales. To meet the FAIS Fit and Proper Requirements, including having an FSCA-approved qualification and the Regulatory Exam for Representatives (RE5). Excellen...