Sunday , February 5 2023

ABSA Internship – Financial Adviser

Website Absa Group Limited

Job Description:

To identify the long term (life) risk and give advice to clients on their life assurance needs using the limited architecture framework. To provide solutions for the client’s long term insurance and financial planning needs by regularly reviewing the client’s portfolio in order to build a sustainable broker practice.

Job Responsibilities:

  • Based on the lead provided, assess the client’s portfolio and identify possible gaps for which solutions can be formulated, prior to meeting with the client
  • Take the necessary corrective actions in cases of underperformance in consultation with the Regional Manager and People Lead
  • Conduct performance development (PD) discussions as and when required for staff by way of Absa’s Performance Management System
  • Network, on an ongoing basis, with all stakeholders in the Bank (Consultants and Branch Managers) and elsewhere by attending their meetings and social gatherings in order to position Absa Brokers’ value proposition to the Bank and to the clients
  • Arrange for staff members in the practice i.e. Trainee Planners to receive the relevant training e.g. systems training from the Academy
  • Receive leads from the Bank staff in the branches (Consultants, Branch Managers or Enquiries Clerks) by way of walk in clients or leads data
  • If it is a lead, make telephonic contact with the client to set up a meeting within the specified timeframes per the leads campaign agreement
  • Provide coaching and mentoring to the staff with regards to knowledge and skills
  • Disclose all the relevant information to the client as required by the relevant legislative frameworks (e.g. FAIS Act) at the initial meeting with the client to enable the client to make a decision on whether or not to proceed with the consultation
  • Follow all the steps in the designated client engagement process as specified by Absa Brokers
  • Ensure that staff members where applicable, i.e. Planner Assistants have a clear understanding of their roles and responsibilities within the practice
  • Provide regular feedback to the Regional Leader on actions taken to progress the lead to business fulfilment

Job Requirements:

  • Negotiation skills
  • Coping with pressure & setbacks
  • Interpersonal skills
  • Problem solving
  • Knowledge of life insurance industry
  • Achieving personal work goals and objectives
  • Entrepreneurial and commercial thinking
  • Entrepreneurial skills

Qualification & Experience:

  • CFP or Equivalent
  • NQF 120 credits full Qualification, Level 5.
  • 60 FAIS credits at NQF Level 5
  • NQF – Level 4
  • Higher certificate in Insurance
  • RE5

Job Details:

Company: Absa Group Limited

Vacancy Type: Full Time

Job Functions: N/A

Job Location: Pretoria, Gauteng, SA

Application Deadline: N/A

Apply Here

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