Financial Adviser Aifa: Everyday Banking Stlt (fais)

ABSA

George, South Africa
**
Long-term insurance and investment advice
Client needs assessment
Sales and growth targets
** ABSA is seeking a Financial Adviser for their George, South Africa branch, focusing on providing long-term insurance and financial planning advice to clients. The ideal candidate will have at least 2-3 years of relevant experience and necessary qualifications, including an NQF 5 FSB approved qualification and RE 5 Certification. **

Job Summary

  • Assess client’s needs through use of recommended needs analysis tools, ensuring that the client is aware of the full value proposition offered by AIFA.
  • Meet sales and/or growth targets Do activity planning by identifying the clients to be approached/contacted during a particular period in conjunction with Everyday Advice Executive.
  • Attend all the required training to attain accreditation to market Absa approved products.

Matching Summary

Match Score: 75

** ABSA is seeking a Financial Adviser for their George, South Africa branch, focusing on providing long-term insurance and financial planning advice to clients. The ideal candidate will have at least 2-3 years of relevant experience and necessary qualifications, including an NQF 5 FSB approved qualification and RE 5 Certification. **

Skills & Requirements

Must-have

  • Long-term insurance and investment advice
  • Client needs assessment
  • Sales and growth targets
  • Practice management
  • Personal development

Nice-to-have

  • Professional stakeholder relationships
  • Networking with banking personnel
  • Client portfolio review
  • Commission management

Key Requirements

  • 2-3 years Financial Planning/Advice
  • NQF 5 FSB approved qualification (120 FAIS Credits)
  • RE 5 Certification
  • Fit and proper for typical license categories

Work Rights

Not specified

Tailored Resume

Cover Letter