Adviser Life SPM (FAIS): With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with family offers the opportunity to be part of this exciting growth journey, reset the future, and shape destiny as a proudly African group. It provides specialist advice and support for day-to-day work, to execute predefined objectives as per agreed standard operating procedures (SOPs).

Responsibilities for Adviser Life SPM (FAIS)

• Actively promote and manage the collaborative engagement of internal and external stakeholders, including regulators, suppliers, clients, service providers, business partners, and other Absa entities.
• Proactively make self-initiated contact with customers to deliver against the required sales targets
• Do activity planning by identifying the clients to be contacted during a particular period.
• Fulfil all activities in adherence to relevant control and compliance requirements, and quality standards.
• Ensure that staff members (Broker Assistants and Interns as relevant) have a clear understanding of their roles and responsibilities within the practice.

Requirements

• Possession of a relevant bachelor’s degree or equivalent qualification.
• Accreditation as a Financial Services Provider (FSP) under the Financial Advisory and Intermediary Services Act (FAIS).
• Registration as a Key Individual with the Financial Sector Conduct Authority (FSCA).
• Comprehensive understanding of life insurance products, regulations, and industry practices.
• Proven track record in providing financial advice and planning services.
• Strong interpersonal and communication skills to effectively interact with clients.
• Ability to analyze financial data, assess client needs, and recommend suitable solutions.
• Compliance with ethical standards and adherence to regulatory requirements.
• Continuous professional development to stay updated on industry trends and changes in legislation.
• Experience in managing client portfolios and maintaining client relationships.
• Proficiency in relevant software and technology tools used in financial planning and advisory services.

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