Virtual Short-Term Insurance Broker; Work From Home | Bethlehem

Overview

Are you a dynamic and driven individual with a passion for short-term insurance?

Our client is looking for a Virtual Advisor to join their team, focusing on providing expert advice and solutions for personal lines insurance. This is a unique opportunity to build a sustainable client base through a solution-oriented sales and service approach.

• Providing solutions for clients’ personal lines insurance needs.
• Servicing customers and regularly reviewing their portfolios to ensure long-term relationships.
• Establishing and maintaining professional relationships with various stakeholders, including clients, bankers, and insurers.
• Applying sound practice management, including adherence to all compliance requirements.

• A minimum of 2 years’ experience in short-term personal lines insurance sales.
• To meet the FAIS Fit and Proper Requirements, including having an FSCA-approved qualification and the Regulatory Exam for Representatives (RE5).
• Excellent communication skills, both verbal and written, and the ability to work independently.
• Strong time management skills and computer proficiency, particularly in Microsoft Office.
• To be energetic, self-motivated, and driven.