Posted on :
5 Feb, 2021
5 Feb, 2021
Provides life insurance advice in line with the customer value proposition & compliance framework.
Develops, tracks & reviews business plan to meet individual performance targets on daily, weekly and monthly basis.
Work in opened, available and specific markets with a specific range of products.
Job Description
Job Title: Bankassurance Financial Advisor
Prospecting
KRAs
Relationship Building
Financial Advice
Sales / Productivity / APE / Persistency
Accountabilities
Personal Effectiveness:
Accountable for service delivery through own efforts.
Individually accountable for managing own time, tasks and output quality over periods of 1 day to a maximum of 1 year.
Makes increased contributions by broadening individual skills.
Collaborates effectively with others to achieve personal results.
Accepts and lives the company values.
Sales/Productivity / Persistency / APE
Develops, tracks & reviews business plan to meet individual performance targets.
Engages in prospecting.
Financial Advice:
Provides advice in line with the customer value proposition & compliance framework.
Works in general and specific allocated markets.
Works with a specific range of products.
Educational Requirements
Minimum of a Diploma