Job Summary

• To provide a solution orientated service to customers in Short-term Insurance risk and give advice.  To provide solutions for the client’s short-term insurance To provide a solution orientated service to customers in Short-term Insurance risk and give advice. 
• To provide solutions for the client’s short-term insurance needs in Personal Lines. 
• To service customers on request and regularly reviewing the client’s portfolio in order to build a sustainable client base

Job Description
Virtual Advisor (FAIS) : Short-Term Insurance : Wealth 

Join Our Wealth Insure Team!

• Absa’s Advice and Investment department is looking for experienced, dynamic, customer-focused Short-Term Insurance advisers to join the Wealth Insure Team (Personal Lines).

Role Overview

• To provide a solution orientated service to customers in Short-term Insurance risk and give advice.
• To provide solutions for the client’s short-term insurance needs in Personal Lines.
• To service customers on request and regularly reviewing the client’s portfolio in order to build a sustainable client base.

Job Description

• Establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, Product providers, Virtual Advisers and Virtual Agents).
• Meet sales and/or growth targets.
• Personal Development: Manage own broker practice.

Qualifications & Experience

• FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service)
• FSCA Approved Qualification: Short-Term Insurance NQF 5
• Regulatory Exam for Representatives (RE5); advantage if you have RE 1
• Experience as per the FAIS Act (candidates under super vision will not be considered) – minimum 5 years.
• Must have experience and proven track record of working with high-net worth / wealth clients.
• In-Dept knowledge of tailor-made short-term insurance solutions specifically designed for the Wealth Market.  (Product Specific Training will be completed once onboarded).
• Class of business training completed.
• Continuous Professional Development up to date.
• Attest To Honesty, Integrity, and Good Standing.

Other requirements

• Own transport & Valid driver’s license (Role is both virtual and face to face).
• Bilingual : Fluent in both English and Afrikaans.
• Great communication & administration skills.

Education

• Bachelor`s Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required)