Job Summary
To provide a solution orientated service to customers in Short-term Insurance risk and give advice. To provide solutions for the client's short-term insurance To provide a solution orientated service to customers in Short-term Insurance risk and give advice.
To provide solutions for the client's short-term insurance needs in Personal Lines.
To service customers on request and regularly reviewing the client's portfolio in order to build a sustainable client base
Job Description
Virtual Advisor (FAIS) : Short-Term Insurance : Wealth
Join Our Wealth Insure Team!
Absa's Advice and Investment department is looking for experienced, dynamic, customer-focused Short-Term Insurance advisers to join the Wealth Insure Team (Personal Lines).
Role Overview
To provide a solution orientated service to customers in Short-term Insurance risk and give advice.
To provide solutions for the client's short-term insurance needs in Personal Lines.
To service customers on request and regularly reviewing the client's portfolio in order to build a sustainable client base.
Job Description
Establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, Product providers, Virtual Advisers and Virtual Agents).
Meet sales and/or growth targets.
Personal Development: Manage own broker practice.
Qualifications & Experience
FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service)
FSCA Approved Qualification: Short-Term Insurance NQF 5
Regulatory Exam for Representatives (RE5); advantage if you have RE 1
Experience as per the FAIS Act (candidates under super vision will not be considered) - minimum 5 years.
Must have experience and proven track record of working with high-net worth / wealth clients.
In-Dept knowledge of tailor-made short-term insurance solutions specifically designed for the Wealth Market. (Product Specific Training will be completed once onboarded).
Class of business training completed.
Continuous Professional Development up to date.
Attest To Honesty, Integrity, and Good Standing.
Other requirements
Own transport & Valid driver's license (Role is both virtual and face to face).
Bilingual : Fluent in both English and Afrikaans.
Great communication & administration skills.
Education
Bachelor`s Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required)
