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Johannesburg: Virtual Advisor posted by Edgexec (Pty) Ltd

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Job Description

Virtual Advisor Commercial Lines
Location: South Africa (Hybrid / Remote)
Type: Permanent | Short-Term Insurance Sales

Advise. Sell. Retain.
Were looking for a solution-driven Virtual Advisor to provide expert short-term insurance advice across both Commercial and Personal Lines. If youre passionate about building sustainable client relationships, achieving sales targets, and delivering excellent service, this role is your opportunity to grow with a leading financial services provider.

About the Role
Youll work in a hybrid/virtual model, advising clients on their short-term insurance needs, meeting sales and growth targets, and ensuring ongoing client retention through portfolio reviews and exceptional service.

What Youll Do

  • Build and maintain relationships with clients, bankers, insurers, and advisers

  • Meet or exceed sales and growth targets in a hybrid working model

  • Provide compliant short-term insurance advice in line with FAIS requirements

  • Review and update client portfolios regularly

  • Apply sound practice management and ensure full compliance

  • Service client requests promptly and effectively

What You Bring

  • NQF5 in Short-term Insurance

  • RE5 with Class of Business (COB) up to date

  • 3+ years experience in Commercial Insurance sales

  • Proven track record of meeting and exceeding sales targets

  • Strong client relationship management skills

  • Valid drivers licence and own transport

What Success Looks Like
A growing, loyal client base built on trust, expert advice, and consistent delivery of results.

How to Apply

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

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About Banking Jobs in Gauteng

The banking industry in Gauteng, South Africa is a dynamic and growing sector, with a strong demand for skilled professionals. Typically, job seekers in this field can expect to find opportunities across various sectors, including financial services, technology, and manufacturing. Generally, the industry outlook remains positive, with a common expectation of steady growth and expansion.

When it comes to salary expectations, banking positions in Gauteng typically fall within broad ranges, often influenced by factors such as experience, company size, and industry sector. For instance, entry-level positions may start around R400 000 per annum, while senior roles can exceed R800 000. However, please note that these figures are approximate and can vary significantly depending on individual circumstances.

Common skills required for banking roles in Gauteng include proficiency in financial software, strong analytical and problem-solving abilities, excellent communication and interpersonal skills, and a solid understanding of regulatory requirements. Other essential skills often include technical expertise in areas such as accounting, risk management, or compliance. Additionally, many employers place a high value on emotional intelligence, creativity, and adaptability.

The banking industry is commonly found in sectors such as financial services, technology, manufacturing, and corporate finance. Financial services companies, for example, are often major players in the industry, while technology firms may require banking professionals with technical expertise. Manufacturing sector banks also exist, catering to the needs of specific industries.

Career development opportunities abound in the banking industry, with many positions offering clear career progression paths. Typically, entry-level roles can lead to senior management positions or specialized fields such as risk management or compliance. Opportunities for professional development, training, and mentorship are often available within organizations, allowing professionals to build expertise and advance their careers.

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



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