Job Description

Job Summary

Key Requirements:

  • Minimum 2-3 years of Financial Planning / Advice experience in Long-term Insurance and investment.
  • NQF 5 FSB approved qualification (120 FAIS Credits).
  • RE 5 Certification.
  • Fit and Proper for typical license categories.
  • Ability to conduct Financial Needs Analysis (FNA) and present recommendations under accredited license categories.
  • Proficiency in Absa approved products and new business processes.
  • Regular review of client needs to assess continued suitability of implemented solutions.
  • Maintain ongoing Fit and Proper status to offer services under an Absa advice license.

Key Accountabilities

  • Establish and maintain professional relationships with clients, bank personnel, product providers and adviser support staff.
  • Participate in lead activities and sales/pipeline meetings to identify opportunities for...

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Take the next step in your AI career. Submit your application to 1075 Absa Ins & Fin Advise(Pty today.

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