Johannesburg: Virtual Advisor posted by Edgexec (Pty) Ltd

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.