With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.
Job Summary
To provide product support to our Virtual Financial Advisers in terms of Investment, Life Insurance and Fiduciary advice.
Job Description
Objective
The objective of the Consultant is to be a partner to the advisers business in the area of Investments and Life Insurance. Furthermore, to empower and influence advisers through specialised knowledge to enable them to give superior service, and add value to clients, and Non-Banking Financial Services.
Relationship Management
- To build and maintain meaningful relationships with advisers and AIFA Regional Managers
- To act as a liaison between Absa Investment Management Services (AIMS) and the adviser
- To act as a liaison between Glacier Investment Solutions (Glacier) and the adviser
- To act as a liaison between Absa Life and the adviser
- To assist the adviser to put strategies in place to achieve AIMS net flow and commissions targets
- To assist the adviser to put strategies in place to achieve Absa Life premium and policy targets
- To assist the adviser to put strategies in place to achieve Absa Trust Wills target
- To assist with the processing of life insurance cases with Absa Life
- To assist with the processing of investment cases with AIMS
- To assist with the processing of investment cases with Glacier
- To train advisers on AIMS, Glacier and Absa Life products, systems and processes
- To ensure that advisers understand our advice philosophy, house solutions and funds
- To keep abreast of the markets and investment domain by reading relevant material
- To source information on competitors as a way of gaining competitive advantage
- To update the adviser on any internal process changes
- To update the adviser on any product enhancements including pricing
- To act as a liaison between the AIMS, Glacier, Absa Life, product manufactures and the adviser force
- To provide support on tools and information that will assist the adviser in selling the relevant products
- To improve service delivery to the adviser by escalating and resolving relevant queries
- To engage with AIMS, Glacier, and Absa Life stakeholders and provide input on product enhancements
- To work together with the Legal and Advisory Specialist to close business opportunities and retain clients
- To collaborate with the AIFA RM to coordinate campaigns and competitions in the regions
- To support regional and national campaigns and competitions
- RE5
- CFP
- A proven history of working with financial advisers, the advice process for both life insurance and investments
Sales Planning and Management: Building and optimising sales strategy and plans, in line with business view to continually deliver to business performance ensuring that business meets or exceeds the forecasted targets. | Sales activation and campaigns: Ensure that the operational management teams are thoroughly briefed through engagement prior to the commencement of new campaigns. Address their concerns adequately. | Development and maintenance of relationships: To develop and maintain sound relationships between Retail Transactional Product, Segment, Niche Markets, Sales and Services (Branch), Digital, Private Bank and 3rd parties to ensure support of Sales Commercialisation & Business Development | Trade Tools for business enablement: Providing support across Sales channels with the relevant training tools to drive awareness, understanding and sales | Management of training development and delivery: Manage the sales needs and requirements of Sales and Services from needs analysis and development through to training delivery and implementation.
Education
Bachelors Degree and Professional Qualifications: Business, Commerce and Management Studies (Required)
Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.
Absa Bank Limited reserves the right not to make an appointment to the post as advertised
