IFA Relationship & Investment Solutions Consultant

FirstRand Life Assurance Ltd

Durban

On-site

ZAR 450,000 - 650,000

Full time

6 days ago
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Benefits offered by this job

Collaborative culture
Development opportunities
Impactful work
Industry leader exposure

Qualifications

  • Matric NQF5 qualification is mandatory.
  • 3 to 5 years of Broker Consulting experience in Investments/IFA.
  • 3+ years Life Assurance experience.

Responsibilities

  • Build and strengthen relationships with Independent Financial Advisors.
  • Drive awareness and adoption of FNB Life, Investments, and broader FirstRand solutions.
  • Provide product guidance, support, and training to advisors.
  • Identify and pursue business development opportunities to support sales growth.
  • Deliver exceptional service and solutions that exceed advisor expectations.
  • Facilitate collaboration between advisors and product specialists on complex requirements.
  • Stay informed on industry developments, competitor activity, and product enhancements.

Skills

Broker Consulting
Relationship Management
Sales & Negotiation
Product Presentations & Training
IFA Relationship Management

Education

Matric (NQF 5)

Job description

Job Description To be the primary relationship holder, with the requirement to develop and maintain enduring relationships. To provide product training and field most queries due to your in-depth understanding of Investments, Insure and other First Rand products.

Business Management Consultant Hello Future Business Management Consultant At FNB we believe that meaningful relationships are driven by professional Business Management Consultants / Broker Consultants who thrives on building trusted partnerships with Independent Financial Advisors (IFAs), who are passionate about helping them grow their businesses through innovative financial solutions and exceptional service.

We're passionate about creating opportunities for talented individuals who challenge convention and drive meaningful change. Join a team where innovation, collaboration, and growth go hand in hand. If you thrive on building partnerships, identifying opportunities, and delivering value, this could be the opportunity for you.

In this role, you will:
  • Build and strengthen relationships with Independent Financial Advisors.
  • Drive awareness and adoption of FNB Life, Investments, and broader FirstRand solutions.
  • Provide product guidance, support, and training to advisors.
  • Identify and pursue business development opportunities to support sales growth.
  • Deliver exceptional service and solutions that exceed advisor expectations.
  • Facilitate collaboration between advisors and product specialists on complex requirements.
  • Stay informed on industry developments, competitor activity, and product enhancements.
You're an ideal candidate if you have:
  • Minimum Requirements Matric NQF 5 qualification 3 to 5 years Broker Consulting experience within the Investments and IFA environment 3+ years Life Assurance experience
  • Key Skills Financial Services & Long-Term Risk Insurance Adviser Distribution Business Development Relationship Management Sales & Negotiation Product Presentations & Training IFA Relationship Management Product & Quote Analysis Underwriting Engagement Knowledge of Group Risk, Individual Life, and Investment products Strong relationship-building and communication skills Commercial and sales acumen Client-centric approach Strong attention to detail Curiosity, adaptability, and a willingness to learn Willingness to travel locally Technical understanding of the advisor process in the insurance industry
What you’ll get in return
  • Opportunities to collaborate with industry experts
  • A progressive and agile working environment
  • Continuous learning and development opportunities
  • The ability to innovate and make a meaningful impact
  • Exposure to one of South Africa's leading financial services groups
You’ll thrive if you are:
  • Adaptable and curious
  • Relationship-focused
  • Results-driven
  • Collaborative
  • Proactive and solutions-oriented
  • Comfortable navigating a fast-paced environment
Important Closing Date Note

#Post #FNB #LI-ML2

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

23/10/26

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

FirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), FirstRand Limited is the largest financial institution by market capitalisation in Africa. The group follows a multi-branding approach. Its portfolio of financial services businesses includes FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo and DirectAxis. Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The group's track record of delivering superior returns to shareholders has been achieved through a combination of organic growth, acquisitions, innovation and the creation of completely new businesses. The group’s purpose of delivering Shared Prosperity provides many opportunities for employees to innovate to address social and environmental challenges in our markets. All of our businesses have successful Volunteering programmes which also allow employees to adopt and support causes close to their hearts.

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