Financial Planners - Various Locations Nationally

Job description

Financial Planners - Various Locations Nationally

Locations: Western Cape, Eastern Cape, North West, Free State, Kwazulu Natal, Mpumalanga, Gauteng, Limpopo, Pretoria, Northern Cape

Job Sector: Absa Financial Services

Type: Financial Planners

We have opportunities in this role Nationally.

It all starts with you

When a customer contacts ABSA Financial Services to discuss their insurance needs, they want to be able to speak to our dedicated and reliable Financial Advisors who can provide them with solutions for their Life and short term assurance, whilst regularly reviewing their clients portfolios in order to build a sustainable broker practice, providing them with the best financial advise of only ABSA products.

What you'll give our customers

Your aim will be to establish and maintain a professional relationship with all stakeholders which include the Client, Bank personnel, product providers and Adviser Support staff in order to maximise the customer experience by providing solutions and options available to the client and recommend the most appropriate solutions. To identify the long term and or short term risk and give advice to clients on their life and or short term assurance needs using ABSA products.

What you'll get in return

Help our customers get the best that ABSA has to offer, and you'll get the same in return. We're not just talking about valuable benefits like medical aid, pension fund, preferential banking rates, and funeral cover and wellbeing program. You'll also enjoy a company spirit that believes in giving people the freedom to do a great job, and the support to reach their biggest ambitions in the future.

Desired profile

What you'll need
The success of everyone at Absa is measured by our ability to put our customers at the center of everything we do. To achieve this you will need the following:

· NQF – 60 FAIS credits at NQF level 4 for Short term or 120 FAIS credits with a full FSB approved qualification at NQF level 5 for Life Insurance.

· Clear criminal record

· Proven two-year experience in a Relevant Life or Short Term Insurance Industry

· CFP or equivalent will be an advantage

· Higher certificate in insurance will be an advantage

· Membership of a professional association e.g. LUASA ( Life Underwriting Association of South Africa),

**Please indicate your preferred location on your CV

Ready to apply?

There are four stages to our application process:

1. Application: On our application form we ask for information like your contact details, education and work experience. You will also be required to upload a CV, so it's a good idea to have this ready.

2. Online Assessments: We'll then ask you to complete online assessments if you have passed our minimum screening criteria. You will also receive an email with the link to these assessments so you can complete them when it suits you best within the specified time frame of 3 days. Our assessments are carefully designed to measure the skills and capabilities necessary to be successful in our roles.

3. Interview: If you are successful at assessment we will contact you to conduct a brief telephonic interview before we invite you to attend a face to face interview.

4. Outcome: Following your interview we'll be in touch within five working days to advise you of the outcome.