Job Description
Job DescriptionTo 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.
Responsibilities + Skills
Education
NQF level 7 Qualification (Advanced Diploma OR Degree)120 credits or Qualification aligned with FAIS and FSCA requirements
Experience
3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories.Understand Long Term insurance products