Adviser: Virtual STI (FAIS)

Absa Group; Cape Town; On-site; ZAR 30 000 - 60 000; Full time

Job summary

Join a forward-thinking financial services group that empowers Africa’s tomorrow. This role focuses on providing tailored short-term insurance solutions to clients, ensuring their needs are met through exceptional service and expertise. You'll build and maintain relationships while achieving sales targets, contributing to both personal and company growth. With a strong emphasis on professional development, this position offers a unique opportunity to shape your career in a dynamic environment that values integrity and client satisfaction. Be part of a team that is committed to making a difference in the lives of its customers.

Qualifications

• 3 years’ experience in Commercial Insurance sales.
• FAIS Fit and Proper Requirements applicable to this role.

Responsibilities

• Provide solution-oriented sales and service to customers in Short-term Insurance.
• Establish and maintain professional relationships with all stakeholders.

Skills

Sales Skills

Customer Service

Insurance Knowledge

Relationship Management

Education

NQF5 in Short-term Insurance

Further Education and Training Certificate in Insurance and Risk Management

Job description

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

With over 100 years of rich history and a strong position 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 solution-oriented sales and service to customers in Short-term Insurance risk and offer advice. To provide solutions for the client's short-term insurance needs in both Commercial and Personal Lines. To service customers upon request and regularly review the client's portfolio to build a sustainable client base.

Job Description

Establish and maintain professional relationships with all stakeholders (clients, bank personnel, product providers, virtual advisers, and virtual agents). Achieve sales and growth targets telephonically. Manage own broker practice for personal development.

FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service):

• FSCA-Approved Qualification
• Regulatory Exam for Representatives (RE5)
• Experience as per the FAIS Act
• Product-specific training upon onboarding
• Class of Business training
• Continuous professional development
• Attest to honesty, integrity, and good standing

Minimum Qualifications

• NQF5 in Short-term Insurance
• RE5

Minimum Experience

• 3 years’ experience in Commercial Insurance sales

Education

Further Education and Training Certificate (FETC): Insurance and Risk Management (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 to contribute towards equitable demographic representation and workforce diversity.

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

About the company

Absa Group Limited, formerly Amalgamated Banks of South Africa, is a South African-based financial services group offering personal and business banking, credit cards, corporate and investment banking, wealth, and investment management, among other services.