Absa Bank is seeking a Consultant Life Insurance Distribution Support to act as a specialist partner to advisers in Risk Planning. In this role, you will empower advisers with specialized knowledge to provide superior service and add significant value to clients and the Advice & Investments business.
What You'll Do
- Build and maintain meaningful relationships with advisers, AIFA Regional Managers, branch staff, bankers, and relationship managers across Private, Business, and Retail Banking.
- Act as the primary liaison between Absa Life and the adviser.
- Assist advisers to put strategies in place to achieve Absa Life policy count, premium, commission, and wills targets.
- Analyze the adviser’s book to identify cross-selling and upselling opportunities.
- Ensure advisers understand and adhere to our advice philosophy.
- Train advisers and their staff on Absa Life products, systems, and processes, promoting digital adoption.
- Keep abreast of the risk market by reading and sourcing information on competitors.
- Update advisers on internal process changes and product enhancements.
- Engage branch staff through presentations on the Absa Life product offering.
- Provide advisers with sales support information.
- Support AIFA Regional Managers with their sales initiatives.
- Improve service delivery by escalating and resolving relevant Product House queries.
- Engage with Absa Life stakeholders and provide input on product enhancements.
- Collaborate with the Legal and Advisory Specialist and Investment Consultant to close business opportunities and retain clients.
- Document formalized Service Level Agreements with advisors and Regional Managers.
- Collaborate with AIFA Regional Managers to coordinate regional campaigns and competitions.
- Support regional and national campaigns and competitions.
What We're Looking For
- 5 years of experience in the financial services industry.
- An NQF 6 qualification or higher.
- A Bachelor's Degree and/or Professional Qualifications in Business, Commerce, and Management Studies.
Absa Bank Limited is an equal opportunity, affirmative action employer committed to diversity and equitable demographic representation.
