Job Summary

• We are looking to recruite a Long-Term Insurance Broker who is dedicated and specialized in selling long-term insurance (risk and investment). The broker will be responsible for understanding client needs, providing expert advise, and finding the right insurance solutions to fulfil the needs of the client.  The role requires building and maintaining client relationships, staying informed about industry trends, and ensuring compliance with all regulatory requirements.

Responsibilities and Duties

• Identify client financial goals and risk rolerence to advise suitable products
• Individual risk assessment – relation to suitability of products for the client
• Promote business to increase customer base and grow revenue
• Develop new business and maintain existing client base
• Stay up-to-date with industry trens, regulatory requirements and insurance products
• Ensure all transactions comply with regulatory and company standards
• Maintain accurate records of client interactions and policy details

Qualifications and Skills

• Relevant qualification
• 2+ years industry experience
• RE Qualification and industry certificates
• Strong understanding of the long-term insurance industry
• Experience working with a variety of insurance companies
• Own vehicle
• Valid driver’s license