Financial Planner-2

Firstrand

Otjiwarongo, Namibia
Risk and investment advice
Sales target achievement
Client relationship management
You will provide appropriate risk and investment advice to clients in line with FAIS compliance requirements

Job Summary

  • You will provide appropriate risk and investment advice to clients in line with FAIS compliance requirements.
  • The role involves delivering proactive, innovative, and tailored financial solutions that exceed customer expectations.
  • You will have access to opportunities for networking and collaboration in a challenging working environment.

Matching Summary

You will provide appropriate risk and investment advice to clients in line with FAIS compliance requirements.

Skills & Requirements

Must-have

  • Risk and investment advice
  • Sales target achievement
  • Client relationship management

Nice-to-have

  • Passionate about client well-being
  • Strong interpersonal skills
  • Innovative financial solutions

Key Requirements

  • Grade 12 qualification
  • Minimum 3 years experience in life insurance sales
  • FAIS compliance or working towards compliance

Work Rights

Not specified

Tailored Resume

Cover Letter