Job Summary

Key Requirements:

• Minimum 2-3 years of Financial Planning / Advice experience in Long-term Insurance and investment.
• NQF 5 FSB approved qualification (120 FAIS Credits).
• RE 5 Certification.
• Fit and Proper for typical license categories.
• Ability to conduct Financial Needs Analysis (FNA) and present recommendations under accredited license categories.
• Proficiency in Absa approved products and new business processes.
• Regular review of client needs to assess continued suitability of implemented solutions.
• Maintain ongoing Fit and Proper status to offer services under an Absa advice license.

Key Accountabilities

• Establish and maintain professional relationships with clients, bank personnel, product providers and adviser support staff.
• Participate in lead activities and sales/pipeline meetings to identify opportunities for...