Job Overview: Financial Associate (Kroonstad Life)
- Company: AVBOB
- Location: Kroonstad, Free State
- Job Reference: FA/KROON/KN1
- Department: Insurance Marketing (INSM)
- Industry: Insurance
- Employment Type: Permanent
- Positions Available: 3
- Salary: Market Related
Role Purpose
The Financial Associate is responsible for marketing AVBOB’s funeral insurance, savings plans, and related products, as well as recruiting funerals for the Funeral Division. The role focuses on growing the client base, delivering professional financial services, and maintaining compliance with FAIS legislation while upholding AVBOB’s strong values and customer-focused culture.
Key Responsibilities
-
Market and sell funeral insurance, savings plans, and related AVBOB products
-
Recruit funerals for the Funeral Division
-
Build and maintain strong relationships with clients and communities
-
Identify customer needs and recommend appropriate financial solutions
-
Ensure full compliance with FAIS legislation and AVBOB policies
-
Maintain accurate records and complete all required administrative tasks
-
Achieve sales and performance targets ethically and professionally
Minimum Qualifications & Compliance Requirements
-
Matric (Grade 12) and/or tertiary education with 30 credits on NQF Level 4
-
Must meet FAIS Fit and Proper requirements, based on year of entry into the industry:
-
2004–2007: 30 NQF Level 4 credits by 31 December 2009
-
2008–2009: 30–60 NQF Level 4 credits by 31 December 2011 or full FAIS qualification by 31 December 2013
-
2010 onwards: Full FAIS-recognised qualification required
-
-
Clear ITC (credit) record
-
Clear criminal record
-
RE 5 qualification (advantageous)
Experience Required
-
Previous marketing or sales experience (insurance industry experience advantageous)
Skills & Competencies
-
Valid driver’s licence with own reliable transport and cell phone
-
Strong communication and interpersonal skills
-
Good administration and time management skills
-
Self-motivated with the ability to work independently
-
Customer-focused and results-driven
Why Join AVBOB
-
Employment with a well-established company with over 100 years of heritage
-
Strong emphasis on employee development and performance rewards
-
Opportunity to build a long-term career in the insurance industry