Account Advisor at Standard Bank Group

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