Mechanical Engineer

To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e. Private Banking Signature Premium Growth and Commercial Banking) in order to solve for their complex financial needs.

Qualifications:

• NQF level 7 Qualification (Advanced Diploma OR Degree)
• 120 credits or Qualification aligned with FAIS and FSCA requirements
• RE 5: Representatives

Experience:

• 3-5 years experience in a sales environment specifically intermediary services for banking and insurance categories.
• Understand Long Term insurance products.
• Understand the bank's products, processes, and systems.
• No supervision required.

Additional Information:

• Financial Industry Regulatory Framework.
• Legal Compliance.

Remote Work: Employment Type:

Key Skills: