JOB DESCRIPTION

To build and grow your Financial Planning business within Africa’s leading bank and provide tailor made solutions for clients individual financial needs. Provide appropriate financial and estate planning advice to a selected portfolio segment of Standard Bank customers and offer appropriate financial solutions to solve for their financial needs through the set digital framework of Voice and Digital.

QUALIFICATIONS

Minimum Qualification

• NQF level 5 Certificate
• 120 credits or Qualification aligned with FAIS and FSCA  requirements
• RE 5: Representatives

Experience

• 1 – 2 years’ experience in a sales environment, specifically intermediary services for banking and insurance categories.
• Understand Long Term insurance products
• Understand the banks products, processes and systems

ADDITIONAL INFORMATION

Behavioural Competencies

• Negotiating
• Accurately interpreting data
• Implementing procedure
• Understanding regulations

Technical Competencies

• Computer literate
• Understanding appropriate verbal communication
• Telephone etiquecy