SUMMARY:
Short Term Advisor | Personal Lines POSITION INFO:
Industry: Short-term Insurance Our client is seeking a solution-oriented Virtual Advisor to provide expert sales and service to customers regarding short-term insurance business risks. In this role, you will offer tailored advice and solutions for both Personal and Commercial Lines, ensuring clients'''' portfolios are regularly reviewed to build a sustainable base. Key Responsibilities Client Solutions: Provide sales and service solutions for short-term insurance needs in both Personal and Commercial Lines. Relationship Management: Establish and maintain professional relationships with all stakeholders, including clients, bankers, insurers, and life advisers. Sales Performance: Meet sales and growth targets within a virtual advice and hybrid working model. Compliance: Apply practice management principles, ensuring full compliance with all regulations. Minimum Requirements Qualifi...