Offer summary

Qualifications:

FSCA-Approved Qualification, Regulatory Exam for Representatives (RE5), Experience as per the FAIS Act, Further Education and Training Certificate (FETC).

Key responsibilities:

Provide holistic financial planning solutions telephonically for clients

Regularly review client portfolios to build a sustainable advisory practice

Establish and maintain professional relationships with stakeholders

Meet sales and growth targets while managing own broker practice.

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 holistic financial planning solutions telephonically for clients through regular reviewing the client’s portfolio in order to build a sustainable Virtual advisory practice.

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

Education

Further Education and Training Certificate (FETC)

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.

Absa Bank Limited reserves the right not to make an appointment to the post as advertised

Required profile