Financial Adviser Aifa Everyday Banking (fais)

ABSA

Mossel Bay, South Africa
Financial planning in long-term insurance
Execute financial planning steps
Conduct financial needs analysis
Empowering Africa’s tomorrow, together…one story at a time

Job Summary

  • Empowering Africa’s tomorrow, together…one story at a time.
  • To establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, product providers and Adviser Support staff).
  • Attend all the required training to attain accreditation to market Absa approved products.

Matching Summary

Empowering Africa’s tomorrow, together…one story at a time.

Skills & Requirements

Must-have

  • Financial Planning in Long-term Insurance
  • execute financial planning steps
  • conduct Financial Needs Analysis
  • present financial recommendations
  • implement financial advice
  • conduct client needs reviews

Nice-to-have

  • establish professional relationships
  • utilize bancassurance structure
  • network with stakeholders
  • manage own commission earnings
  • practice management skills

Key Requirements

  • Minimum 2-3 years Financial Planning / Advice
  • NQF 5 FSB approved qualification
  • RE 5 Certification
  • Fit and proper for typical license categories

Work Rights

Not specified

Tailored Resume

Cover Letter