Key Requirements: Minimum 2-3 years of Financial Planning / Advice experience in Long-term Insurance and investment. NQF 5 FSB approved qualification (120 FAIS Credits). RE 5 Certification. Fit and Proper for typical license categories. Ability to conduct Financial Needs Analysis (FNA) and present recommendations under accredited license categories. Proficiency in Absa approved products and new business processes. Regular review of client needs to assess continued suitability of implemented solutions. Maintain ongoing Fit and Proper status to offer services under an Absa advice license. Key Accountabilities Establish and maintain professional relationships with clients, bank personnel, product providers and adviser support staff. Participate in lead activities and sales/pipeline meetings to identify opportunities for new or repeat business using Absa’s bancassurance structure. Assess client needs using recommended needs analysis tools and prepare recommendations/quotes f...