Life Insurance Advisor: Career Opportunity
16 hours ago
Absa Group is a leading financial services institution with a rich history spanning over 100 years. Our company is committed to empowering Africa's tomorrow, one story at a time.
We offer a range of financial products and services, including life insurance, investments, and estate planning. Our team of experts is dedicated to providing exceptional customer service and building long-term relationships with clients.
About the Role:
We are seeking a highly skilled and experienced Financial Adviser to join our team. As a key member of our team, you will play a critical role in providing expert advice and guidance to clients on financial planning, life insurance, and estate planning.
The successful candidate will have a strong background in financial services, excellent communication and interpersonal skills, and the ability to build strong relationships with clients and colleagues.
Key Accountabilities:
- Establish and maintain professional relationships with clients, including those in Everyday Banking.
- Assess client financial needs through the use of recommended analysis tools, ensuring full awareness of AIFA's value proposition.
- Prepare and present recommendations for risk and investment solutions based on individual client profiles.
- Follow all steps in the designated client engagement process as specified by Absa Advisers.
- Provide regular feedback to Regional Managers on actions taken to progress leads to business.
Requirements:
- Further Education and Training Certificate (FETC) in Business, Commerce, and Management Studies or equivalent qualification.
- Minimum 2 years of experience in a similar role, preferably within the financial services industry.
- Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
- Demonstrated expertise in financial planning, life insurance, and estate planning.
- Ability to work independently and as part of a team, with a focus on delivering exceptional results.
Benefits:
- Competitive salary and bonus structure.
- Ongoing training and development opportunities to enhance skills and knowledge.
- Collaborative and dynamic work environment.
- Opportunities for career growth and advancement within the company.
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