Website Standard Bank
80401416 – Planner, Financial, Executive
To 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 provide solutions with respect to estate planning, risk planning, business assurance and both local and offshore investments.
- NQF level 5 Certificate
- 120 credits or Qualification aligned with FAIS and FSCA requirements
- RE 5: Representatives
- 1 – 2 years’ experience in a sales environment, specifically intermediary services for banking and insurance categories.
- Understand Long Term insurance products
- Understand the banks products, processes and systems
- Accurately interpreting data
- Implementing procedure
- Understanding regulations
- Computer literate
- Understanding appropriate verbal communication
- Telephone etiquette
To apply for this job please visit jobs.smartrecruiters.com.