Job Overview: Financial Associate (Bloemfontein Life)
- Company: AVBOB
- Location: Bloemfontein
- Job Reference: FA/BLOEM/LLL
- Department: Insurance Marketing (INSM)
- Industry: Insurance
- Employment Type: Permanent
- Positions Available: 6
- Salary: Market Related
Role Purpose
The Financial Associate is responsible for marketing AVBOB’s funeral insurance, savings plans, and related financial products, as well as recruiting funerals for the Funeral Division. The role focuses on building relationships with clients, growing the customer base, and delivering professional financial services in line with FAIS legislation.
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 new and existing clients
Identify customer needs and provide suitable insurance and savings solutions
Ensure compliance with FAIS, company policies, and regulatory requirements
Maintain accurate client records and complete required administrative duties
Achieve sales and performance targets while upholding AVBOB’s values and reputation
Minimum Qualifications & Compliance Requirements
Matric (Grade 12) and/or tertiary education with 30 credits on NQF Level 4
Full compliance with FAIS Fit and Proper requirements, including:
Relevant NQF Level 4 credits or FAIS-recognised qualification (based on entry year into the industry)
Clear ITC (credit) record
Clear criminal record
RE 5 qualification (advantageous)
Experience Required
Previous marketing or sales experience (insurance experience advantageous)
Skills & Competencies
Valid driver’s licence with own reliable transport and cell phone
Strong communication and interpersonal skills
Good administrative and time management abilities
Ability to work independently and meet targets
Customer-focused with strong relationship-building skills
Why Join AVBOB
Employment with a well-established company with over 100 years of history
Strong focus on employee development
Performance-driven culture that rewards excellence
Opportunity for long-term career growth within the insurance industry