Job Title: Financial Planner
Expire: 2013-01-31
NED16371
Mmabatho , Mafikeng , Vryburg and Carletonville
Opportunities are available for driven individuals with sales experience and a passion for client service. The job content is both exciting and challenging and incumbents will work in an environment where performance is rewarded and recognised.
Functions/ Key Responsibilities
The incumbents will take responsibility for identifying clients’ insurance-based needs and providing appropriate financial products and solutions to meet their unique needs. This would include providing financial advice, generating leads from both internal and external sources and building strong client relationships. Product training will be provided.
Requirements:
• Minimum of an appropriate NQF level skills programme at Level 5. 30 credits / 60 consisting of core unit standards registered by SAQA and quality assured by INSQA.
• Financial Planning Institute Certification.
• 2 years experience- Financial Planning Industry.
• Ability to work under pressure and client service orientated.
• Must be licensed with the product provider, renewal every year.
• FAIS & FICA Compliance.
Behavioural Competencies:
• Rule orientation
• Personal impact
• Client centricity
• Verbal communication
• Planning and organising
• Building relationships
• Team work
• Information monitoring
• Holistic thinking
• Attention to detail
Technical competencies:
• Insurance product
• Underwriting criteria
• Risk awareness
• Banking systems understanding
• Microsoft Office products
• Industry astuteness
• Spotlight
Apply to:
http://www.nedbank.co.za/
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