Short-Term Insurance Adviser or Broker (Remote, FAIS Cat 1, RE5)
Advisorly · Remote, South Africa (nationwide) · Remote
Overview
Advisorly is placing short-term insurance advisers and brokers with brokerages across South Africa, and you can work remotely from anywhere in the country. If you hold FAIS Category 1 and RE5 and want better support, a stronger book or more room to grow, this is a confidential way to explore personal lines, commercial lines or both. You get a basic salary for the first two months before moving to commission.
About the role
Advisorly Recruitment is a South African financial-services recruitment specialist that matches licensed advisers and brokers with advisory firms and brokerages. They are looking for short-term insurance advisers and brokers in personal lines, commercial lines or both, to place with firms across South Africa. The work is fully remote and can be done from anywhere in the country.
In the role you will advise clients on personal and/or commercial short-term insurance, source quotations from insurers, compare cover and present clear recommendations. You will manage renewals, policy changes and claims support, build a client portfolio through service and referrals, and keep compliant records of advice in line with FAIS, TCF, FICA and POPIA. You will also receive marketing support to help grow your client base and access to specialists in risk, investments, business assurance and legal to help close cases.
Application notes: The basic salary is R25,000 per month for the first two months, rising to as much as R100,000 per month depending on production before you move to a commission-based structure starting at an 80/20 split depending on experience. There is no cost to candidates. Apply through Advisorly on PNet or via advisorly.co.za.
Requirements
- Valid FAIS registration (Category 1 short-term insurance) and RE5
- Fit and proper status, including up-to-date CPD
- Proven experience in short-term insurance advice or broking, in personal and/or commercial lines
- Clean criminal record and a good credit record (checks will be conducted)
- Strong knowledge of insurer products, quoting systems and claims processes
- Good communication and client-service skills
- Comfortable working remotely, anywhere in South Africa
Responsibilities
- Advise clients on personal and/or commercial short-term insurance
- Source quotations from insurers, compare cover and present recommendations clearly
- Manage renewals, policy changes and claims support for your clients
- Build and retain a client portfolio through service and referrals
- Keep compliant records of advice and follow FAIS, TCF, FICA and POPIA requirements
Benefits
Remote working from anywhere in South Africa, marketing support to help grow your client base, access to specialists in risk, investments, business assurance and legal, R25,000 per month basic for the first 2 months rising to as much as R100,000 per month depending on production, commission structure starting at an 80/20 split depending on experience, no cost to candidates
Job details
- Organisation
- Advisorly
- Location
- Remote, South Africa (nationwide) (Remote)
- Job type
- Full time
- Work arrangement
- Remote
- Experience level
- Mid
- Salary
- R25k to R100k per month / monthly
- Category
- Banking & Insurance
- Application Method
- Apply online
Success Guide
You are looking at a placement role, not a single in-house job, so your CV needs to make your FAIS Category 1 and RE5 status obvious near the top, along with your CPD and whether you work personal lines, commercial lines or both. Mention the insurer products and quoting systems you know by name, because brokerages want someone who can start quoting quickly. Be ready to talk through how you handle renewals and claims support, and have a short example of how you built or retained a book of clients. The first two months come with a basic salary, then it shifts to commission, so go in with a clear picture of your monthly production and what you need to earn. Our advice: apply through the PNet listing and also check advisorly.co.za so you are visible to the right recruiter.
How we help you prepare
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