Financial Planner – First National Bank Namibia
Job Description
To liaise with clients and insurance companies to find the best deals for insurance cover and actively promote products to increase profitability.
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 Work
- 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
The company ONLY accept applications via their career portal. Interested candidates can apply via the link below:
Apply online via: FNB Career Portal
