Adviser: Virtual STI (FAIS)

Full job description

Empowering Africa’s tomorrow, together…one story at a time.

With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

Job Summary

To provide a solution orientated sales and service to customers in Short-term Insurance risk and give advice. To provide solutions for the client's short-term insurance needs in both Commercial and Personal Lines. To service customers on request and regularly reviewing the client's portfolio in order to build a sustainable client base.

Job Description

Job Description

Establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, Product providers, Virtual Advisers and Virtual Agents). Telephonically meet sales and/or growth targets. Personal Development: Manage own broker practice.

FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service):

FSCA-Approved Qualification

Regulatory Exam for Representatives (RE5)

Experience As Per the FAIS Act

Product Specific Training once Onboarded

Class Of Business Training

Continuous Professional Development

Attest To Honesty, Integrity, and Good Standing

Minimum Qualification

NQF5 in Short-term Insurance

RE5

Minimum Experience

3 years’ experience in Commercial Insurance sales

Industries: Banking

Function: Others