Adviser: Virtual STI I (FAIS)

Absa Group; Cape Town; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A financial services provider in Cape Town seeks a dedicated professional for Short-term Insurance sales. The role involves providing tailored solutions for clients' insurance needs, managing a broker practice, and ensuring compliance with regulatory standards. Candidates must have relevant qualifications and experience in Commercial Insurance sales. Join us to contribute to a diverse and skilled team.

Qualifications

• 3 years' experience in Commercial Insurance sales.
• FSCA-Approved Qualification required.
• Experience as per the FAIS Act necessary.

Responsibilities

• Provide solution-oriented sales and service to customers.
• Manage own broker practice and achieve sales/growth targets.
• Regularly review client portfolios to build a sustainable client base.

Skills

Sales orientation

Client relationship management

Insurance knowledge

Education

NQF5 in Short-term Insurance

RE5

Job description

Job Summary

To provide a solution orientated sales and service to customers in Short-term Insurance risk and give advice. To provide solutions for the client's short-term insurance needs in both Commercial and 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). Telephonically meet sales and/or growth targets. Personal Development: Manage own broker practice.

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 once Onboarded
Class Of Business Training
Continuous Professional Development
Attest To Honesty, Integrity, and Good Standing

Minimum Qualification

• NQF5 in Short-term Insurance
• RE5

Minimum Experience

• 3 years’ experience in Commercial Insurance sales

Education

Further Education and Training Certificate (FETC)

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