Virtual Advisor (FAIS) : Short-Term Insurance : Wealth Join Our Client’s 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 Client’s 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, you’ll work with clients to provide solution-oriented advice on their Personal Lines insurance needs. You’ll 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 driver’s license (role is both virtual and face-to-face)
- Fluent in English and Afrikaans
- Strong communication and administration skills
If you’re 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.
