Virtual Advisor: STI (FAIS)

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Sandton, Sandown, Johannesburg, Gauteng, ZAF
In-Office
Financial Services
The Role

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 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

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
  • Experience as per the FAIS Act (candidates under super vision will not be considered) - minimum 5 years.
  • 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 is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.

Absa Bank Limited reserves the right not to make an appointment to the post as advertised

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The Company
HQ: Johannesburg
39,055 Employees
Year Founded: 2018

What We Do

Absa Group Limited (Absa) has forged a new way of getting things done, driven by bravery and passion, with the readiness to realise growth on the African continent and beyond. We’re a truly African brand, inspired by the people we serve in Botswana, Ghana, Kenya, Mauritius, Mozambique, Seychelles, South Africa, Tanzania, Uganda, and Zambia. We also have representative offices in China, Namibia, Nigeria and the United States, as well as securities entities in the United Kingdom and the United States, along with technology support colleagues in the Czech Republic.

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