Are you someone who can:
Provide tailored financial advice that addresses clients' risk and investment planning needs.
Primarily to focus on FNB Life Customized and/or Dynamic Life aligned with each client's unique financial goals and circumstances.
Recommend FNB Life and FNB Invest products that align with the client's financial requirements.
Assess clients' financial status, including income, expenses, assets, and liabilities.
Develop personalized financial plans to meet short-term and long-term goals.
Client Engagement
Build and maintain strong relationships with clients through regular communication.
Educate clients on FNB financial products and services.
Adjust financial plans based on life changes.
Regulatory Compliance
Ensure all financial advice complies with FAIS regulations and legislation.
Stay updated on changes in financial laws and industry standards.
Maintain ethical standards and fiduciary responsibility.
Sales and Business Development
Identify and pursue new client opportunities.
Promote financial products and services offered by FNB Life.
Meet sales targets and contribute to the FirstRand Group revenue growth.
Reporting and Documentation
Maintain accurate records of client interactions and financial proposals.
You will be an ideal candidate if you:
FAIS accredited NQF Level 6 or higher
Minimum 3 years industry experience
Required FAIS Subcategories for insure and invest
Fit and Proper - not under supervision
You will have access to:
Opportunities to network and collaborate
A challenging working environment
Opportunities to innovate
We can be a match if you have:
3 Years Experience in a similar role
Mandated and non-supervised for relevant subcategories as per pertaining to underwritten life cover and complex investments.
Digitally Dexterous
Client centricity
Experience in cold calling and sourcing business through referrals.
Strong financial planning acumen
Good understanding of risk and invest products and replacement process.
Good understanding and application of FAIS and Regulatory Framework.
End Date: March 25, 2026