| Date | 2024-11-12 |
|---|---|
| Job Title | Virtual Advisor (Fais): Short-Term Insurance: Wealth |
| Employer | More Information |
| Salary | |
| Category | Accounting Finance |
| Location |
Gauteng / Johannesburg |
Job Summary
Join Our Clients 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 Clients 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, youll work with clients to provide solution-oriented advice on their Personal Lines insurance needs. Youll 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 Additional Requirements Own transport and a valid drivers license (role is both virtual and face-to-face) Fluent in English and Afrikaans Strong communication and administration skills If youre ready to make an impact in the wealth market with a supportive, results-driven team, we`d love to hear from you If you do not hear from us within two weeks, please consider your application unsuccessful. However, we will retain your details on our portal and contact you should a suitable role arise in the future.
Virtual Advisor (Fais): Short-Term Insurance: Wealth position available in Gauteng, Johannesburg. This job position was posted by . The job has been posted on 2024-11-12 in the Accounting Finance category
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