Account Advisor

  • Business Segment: Insurance & Asset Management

Company Description

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

Job Description

Promotes sales in liaison with clients and financial institution's leads and services brokers.  Receives requests for quotations from financial institution's and provides a packaged solution based on client needs. Actively promotes company products.

Qualifications

  • Completed Matric
  • FAIS Recognized Qualification - NQF5
  • Must be fully FAIS Compliant   
  • Regulatory Exam Certificate (RE5)
  • Registered FSP Representative (Category 1 and Sub-Category 1.6)      

Experience

  • 5 - 7 years experience as determined by FAIS legislation. A minimum of 5 years previous working experience in commercial short-term insurance either as a Broker or Insurer. Bancassurance experience preferable.
  • Sound knowledge of personal and commercial insurance practices, procedures and products.
  • A good working knowledge of FAIS and FICA legislation.
  • A minimum of 5-10 years previous working experience in Short term insurance is preferable to gain practical exposure to banking principles and to establish credible relationships.                      

Additional Information

Behavioural Competencies

  • Sales and negotiation skills.
  • Excellent verbal and written communication skills.         
  • Interacting with People
  • Exploring Possibilities
  • Examining Information

Technical Competencies

  • Client Acceptance and Review
  • Underwriting and Pricing Risk
  • Claims Knowledge
  • Insurance Principles
  • Insurance Products and Services

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