Virtual Advisor: Sti
2 months ago
Empowering Africa’s tomorrow, together one story at a time.
- With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary
- To provide a solution orientated service to customers in Short-term Insurance risk and give advice.
- To provide solutions for the client's short-term insurance needs in Personal Lines.
- To service customers on request and regularly reviewing the client's portfolio in order to build a sustainable client base
Job Description
Virtual Advisor (FAIS) : Short-Term Insurance : Wealth
- Join Our Wealth Insure Team_
Absa’s Advice and Investment department is looking for experienced, dynamic, customer-focused Short-Term Insurance advisers to join the Wealth Insure Team (Personal Lines).
- Role Overview_
- To provide a solution orientated service to customers in Short-term Insurance risk and give advice.
- To provide solutions for the client's short-term insurance needs in Personal Lines.
- To service customers on request and regularly reviewing the client's portfolio in order to build a sustainable client base.
- Job Description_
- Establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, Product providers, Virtual Advisers and Virtual Agents).
- Meet sales and/or growth targets.
- Personal Development: Manage own broker practice.
Qualifications & Experience
- FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service)
FSCA Approved Qualification: Short-Term Insurance NQF 5
- Regulatory Exam for Representatives (RE5); advantage if you have RE 1
- Must have experience and proven track record of working with high-net worth / wealth clients.
- In-Dept knowledge of tailor-made short-term insurance solutions specifically designed for the Wealth Market. (Product Specific Training will be completed once onboarded).
- Class of business training completed.
- Continuous Professional Development up to date.
- Attest To Honesty, Integrity, and Good Standing.
Other requirements
- Own transport & Valid driver’s license (Role is both virtual and face to face).
- Bilingual : Fluent in both English and Afrikaans.
- Great communication & administration skills.
Education
Bachelor's Degrees and Advanced Diplomas: Business, Commerce and Management Studies (required)
- Absa Bank Limited reserves the right not to make an appointment to the post as advertised_
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