Financial Planner

Job OverviewBusiness Segment: Personal & Private BankingLocation: ZA, undefined, Johannesburg, West RandJob Type: Full-timeJob Ref ID: 80435866A-0001Date Posted: 11/15/2024Job DescriptionTo grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor-made solutions as well as providing solutions with respect to estate planning, risk planning, business assurance, and both local and offshore investments.QualificationsMinimum Qualification:NQF level 5 Certificate (120 credits) or Qualification aligned with FAIS and FSCA requirementsRE 5: RepresentativesExperience:3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categoriesUnderstanding of Long Term insurance productsUnderstanding the bank's products, processes, and systemsNo supervision requiredAdditional InformationBehavioural Competencies:NegotiatingAccurately interpreting dataImplementing proceduresUnderstanding regulationsTechnical Competencies:Computer literateUnderstanding appropriate verbal communicationTelephone etiquettePlease note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any form of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or ******
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