Account Advisor

Business Segment: Insurance & Asset ManagementPromotes sales in liaison with clients and financial institutions, leads, and services brokers. Receives requests for quotations from financial institutions and provides a packaged solution based on client needs. Actively promotes company products.QualificationsCompleted MatricFAIS Recognized Qualification - NQF5Must be fully FAIS CompliantRegulatory Exam Certificate (RE5)Registered FSP Representative (Category 1 and Sub-Category 1.6)Experience5 - 7 years experience as determined by FAIS legislation. A minimum of 5 years previous working experience in commercial short-term insurance either as a Broker or Insurer. Bancassurance experience preferable.Sound knowledge of personal and commercial insurance practices, procedures, and products.A good working knowledge of FAIS and FICA legislation.A minimum of 5-10 years previous working experience in short-term insurance is preferable to gain practical exposure to banking principles and to establish credible relationships.Additional InformationSales and negotiation skills.Excellent verbal and written communication skills.
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