Virtual Advisor: STI (FAIS) Personal Lines | Freestate

Location: Freestate
Salary: Market-Related

Our client is looking for an experienced and driven Virtual Short-Term Insurance Advisor to join a dynamic team focused on delivering solution-oriented advice and service in both Personal and Commercial Lines. Operating in a virtual and hybrid model, youll play a vital role in offering tailored insurance solutions and growing a sustainable client portfolio.

Key Responsibilities:

• Provide expert advice and insurance solutions to clients with business risk and personal insurance needs.
• Establish and maintain professional relationships with key stakeholders, including clients, bankers, insurers, and life advisers.
• Meet sales and growth targets in a virtual/hybrid model.
• Conduct regular portfolio reviews to ensure ongoing client satisfaction and retention.
• Ensure full compliance with practice management, FAIS, and industry regulations.

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