Financial Planner-3

Job Description

To liaise with clients and insurance companies to find the best deals for insurance cover and actively promote products to increase profitability.

Hello Future Financial Planner (Grootfontein)

Welcome to FNB, where we believe help is at the heart of human greatness. Our vision is to be a great business helping to create a better world.

As part of our talent team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Preference shall be given to suitably qualified applicants from the designated groups as defined in the Affirmative Action Act, 29 of 1998.

Are You Someone Who Can:

• Provide appropriate risk and investment advice to clients in line with FAIS compliance requirements.
• Deliver proactive, innovative, and tailored financial solutions that exceed customer expectations.
• Achieve sales targets by identifying opportunities and converting leads into long-term client relationships.
• Ensure all new business applications are processed within defined timelines.
• Build and maintain collaborative relationships with peers and stakeholders to drive productivity.
• Identify cross-sell opportunities and forward leads to relevant product houses.
• Assist clients in formulating proposals using the correct tools and processes.
• Continuously assess your performance, seek feedback, and pursue relevant training.

You will be an ideal candidate if you:

• Hold a Grade 12 qualification with relevant diploma and life insurance certification
• A minimum of 3 years’ experience in life insurance sales
• Are FAIS compliant or working towards compliance.
• Demonstrate strong interpersonal and communication skills.
• Are passionate about helping clients achieve financial well-being.

You Will Have Access To:

• Opportunities to network and collaborate
• Challenging Working environment
• Opportunities to innovate

We can be a match if you are:

• Always doing the right thing – Fight for ethical conduct and transparency, both inside and outside
• Curious – Believe in insight, creativity, and its power to unlock value
• Deeply Invested – Take initiative and be a leader in your own right
• Valuing differences – Be inclusive, gracious, decent, and humble
• Building Trust not Territory – Crete a culture of sharing
• Courageous – We’ve built a culture of bravery by speaking our minds and encouraging others to do the same

Are you interested to take the step? We look forward to engaging with you further.

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Job Details

Application Closing Date

09/10/25

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.