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Company Description Investate Finance Limited (C 103403) is authorised under the Insurance Distribution Act, Cap 487, to act as an enrolled Tied Insurance Intermediary for IVALIFE Insurance Limited (C94404) in Malta. The company focuses on long-term insurance business, offering solutions tailored to the needs of clients in the local market. IVALIFE Insurance Limited is authorised under the Insurance Business Act, Cap 403, ensuring that products and services adhere to established regulatory standards. Both Investate Finance Limited and IVALIFE Insurance Limited are regulated by the Malta Financial Services Authority, providing a stable and compliant environment for both clients and team members.

Role Description This is a full-time, on-site role based in Birkirkara for a Tied Insurance Intermediary at Investate. The role involves advising clients on long-term insurance products, providing clear information about policy features, benefits, and conditions, and assisting clients in selecting suitable coverage. The Tied Insurance Intermediary will handle policy applications, support clients with claims-related queries, and maintain accurate records of interactions and documentation. The role also includes building and maintaining client relationships, following regulatory and company guidelines, and collaborating with colleagues to achieve service and sales objectives.

Qualifications

Excellent Communication and Customer Service skills, with the ability to interact professionally with diverse clients.
Attention to detail, strong organizational skills, and the ability to manage multiple client cases efficiently.
Ability to work on-site in Birkirkara and collaborate effectively within a team environment.
Fluency in English; knowledge of Maltese or additional languages is an asset.

Tied Insurance Intermediary

Job Description