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To provide a solution orientated sales and service to customers in Short-term Insurance business risks and give advice. To provide solutions for the client's short-term insurance needs in Personal Lines. To service customers on request and regularly review the client's portfolio to build a sustainable client base.
Job Responsibility:
Establish and maintain a professional relationship with all stakeholders (Client, Bankers, Insurers, and Life Advisers)
In a virtual advice and hybrid model meets sales and/or growth targets
Apply practice management including all Compliance
To provide a solution orientated sales and service to customers in Short-term Insurance business risks and give advice
To provide solutions for the client's short-term insurance needs in Personal Lines
To service customers on request and regularly review the client's portfolio to build a sustainable client base
Requirements:
FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service)
FSCA-Approved Qualification
Regulatory Exam for Representatives (RE5)
Continuous Professional Development
Attest to Honesty, Integrity, and Good Standing
2 years’ experience in short term Personal lines Insurance sales
Energetic, self-motivated, driven
communication skills verbal and written
work independently
time management skills
computer proficiency Microsoft office, excel and word as well as power point and outlook