Position Summary:
To build and grow your Financial Planning business within Africa’s leading bank. Provide tailor made solutions for clients individual financial needs and 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.
Required Education & Experience:
- NQF level 5 Certificate
- Understand Long Term insurance products
- RE 5: Representatives
- 120 credits or Qualification aligned with FAIS and FSCA requirements
- Understand the banks products, processes and systems
- 1 – 2 years’ experience in a sales environment, specifically intermediary services for banking and insurance categories.