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Cape Town Region: Virtual Advisor: STI (FAIS) Personal Lines | Western Cape

Job Description

About the Role

Our client is seeking an experienced Virtual Short-Term Insurance Advisor to join a dynamic team focused on delivering solution-oriented advice and service in both Personal and Commercial Lines. As a key member of our virtual and hybrid model, you will play a vital role in offering tailored insurance solutions and growing a sustainable client portfolio.

Key Responsibilities

  • Provide expert advice and insurance solutions to clients with business risk and personal insurance needs.
  • Establish and maintain professional relationships with key stakeholders, including clients, bankers, insurers, and life advisers.
  • Meet sales and growth targets in a virtual/hybrid model.
  • Conduct regular portfolio reviews to ensure ongoing client satisfaction and retention.
  • Ensure full compliance with practice management, FAIS, and industry regulations.

Requirements

  • FSCA-Approved Qualification
  • RE5 Regulatory Exam for Representatives
  • FAIS-recognised experience
  • Product Specific Training (provided on appointment)
  • Class of Business (COB) Training
  • CPD (Continuous Professional Development) compliance
  • Honesty, integrity, and good standing

Qualifications

No qualifications mentioned.

Salary & Benefits

No salary information provided.

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Sales Jobs in Western Cape

The sales industry in Western Cape is typically characterized by a competitive job market, with a high demand for skilled professionals who can drive revenue growth and build strong relationships with clients. Generally, the job market trends in this field are influenced by the overall economic climate and the specific needs of various industries.

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In terms of salary expectations, it’s common to find sales positions paying salaries that range from around R300 000 to R600 000 per annum, depending on factors such as experience, company size, and industry sector. However, it’s essential to note that these are broad estimates, and actual salaries can vary significantly based on individual circumstances.

Typically, a successful sales professional in Western Cape should possess a range of skills, including strong communication and interpersonal skills, the ability to build rapport with clients and colleagues alike, and a solid understanding of marketing principles and product knowledge. Common skills also include negotiation and closing techniques, sales strategy development, and data analysis and reporting. Additionally, proficiency in Microsoft Office and CRM software is often an added advantage.

The technology industry, financial services sector, and manufacturing sector are among the most common industries that employ sales professionals in Western Cape. Other sectors, such as healthcare and education, also have a presence of sales roles.

In terms of career development, sales professionals in Western Cape can expect to progress through various stages, from entry-level sales positions to senior account management or sales leadership roles. Opportunities for training and professional development are often available, including sales certifications, product knowledge updates, and industry-specific conferences. As experience grows, so does the scope of responsibilities, with sales professionals taking on more complex sales strategies, managing larger client portfolios, and contributing to sales team performance metrics.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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Posted in Jobs in Cape Peninsula, Jobs in Cape Town Region, Jobs in South Africa, Jobs in Western Cape

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