Adviser: Virtual STI II (FAIS)

absa; Bloemfontein; Hybrid; ZAR 350,000 - 550,000; Full time

Job summary

Absa Bank Limited seeks a seasoned Short-term Insurance advisor to service Commercial and Personal Lines with a solution-oriented approach. You will build relationships with clients, bankers, insurers and life advisers while meeting sales targets in a hybrid advisory model.

The role requires FAIS compliance, FSCA-approved qualifications, and RE5 certification, plus ongoing professional development. A valid driver's license and willingness to travel are advantageous.

Qualifications

• 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

Responsibilities

• Provide solution-oriented service to customers in Short-term Insurance risk, advising on Commercial and Personal Lines
• Establish and maintain professional relationships with clients, bankers, insurers and life advisers
• Meet sales/growth targets in a virtual advice and hybrid model and apply practice management including compliance
• Service customers on request and regularly review client portfolios to build a sustainable client base

Education

NQF5 in Short-term Insurance

RE5 with COB up to date

Bachelor's Degrees and Advanced Diplomas: Business, Commerce and Management Studies

Job description

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 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

R-15990885 A

Establish and maintain a professional relationship with all stakeholders (Client, Bankers, Insurers, and Life Advisers). In a virtual advice and hybrid model meets sales and/or growth targets. Apply practice management including all Compliance.

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

Valid Driver’s license and car

Minimum Qualification

• NQF5 in Short-term Insurance
• RE5 with COB up to date

Minimum Experience

• 5 years’ experience in Commercial Insurance sales

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