Virtual Advice Specialist at Absa Group Limited (Absa)

Job Summary

• The Specialist is to be a partner to the Virtual adviser’s business in the area of 
• Investments, Life Insurance and Fiduciary advice. 
• Furthermore, to empower and influence advisers through specialised knowledge to enable them to give superior service, and add value to clients, and the Advice and Investments business.

Job Description

Relationship Management

• To build and maintain meaningful relationships with advisers and AIFA Regional Managers
• To act as a liaison between Absa Investment Management Services (AIMS) and the adviser
• To act as a liaison between Glacier Investment Solutions (Glacier) and the adviser
• To act as a liaison between Absa Life and the adviser

Target Achievement

• To assist the adviser to put strategies in place to achieve AIMS net flow and commissions targets
• To assist the adviser to put strategies in place to achieve Absa Life premium and policy targets
• To assist the adviser to put strategies in place to achieve Absa Trust Wills target
• To assist with the processing of life insurance cases with Absa Life
• To assist with the processing of investment cases with AIMS To assist with the processing of investment cases with Glacier

Training & Product Knowledge

• To train advisers on AIMS, Glacier and Absa Life products, systems and processes
• To ensure that advisers understand our advice philosophy, house solutions and funds
• To keep abreast of the markets and investment domain by reading relevant material
• To source information on competitors as a way of gaining competitive advantage
• To update the adviser on any internal process changes To update the adviser on any product enhancements including pricing

Sales Support

• To act as a liaison between the AIMS, Glacier, Absa Life, product manufactures and the adviser force
• To provide support on tools and information that will assist the adviser in selling the relevant products
• To improve service delivery to the adviser by escalating and resolving relevant queries

Collaboration

• To engage with AIMS, Glacier, and Absa Life stakeholders and provide input on product enhancements
• To work together with the Legal and Advisory Specialist to close business opportunities and retain clients
• To collaborate with the AIFA RM to coordinate campaigns and competitions in the regions
• To support regional and national campaigns and competitions

Qualifications and experience

• RE5
• CFP
• A proven history of working with financial advisers, the advice process for both life insurance and investments

Additional:

• Sales Planning and Management: Building and optimising sales strategy and plans, in line with business view to continually deliver to business performance ensuring that business meets or exceeds the forecasted targets. | Sales activation and campaigns: Ensure that the operational management teams are thoroughly briefed through engagement prior to the commencement of new campaigns. Address their concerns adequately. | Development and maintenance of relationships: To develop and maintain sound relationships between Retail Transactional Product, Segment, Niche Markets, Sales and Services (Branch), Digital, Private Bank and 3rd parties to ensure support of Sales Commercialisation & Business Development | Trade Tools for business enablement: Providing support across Sales channels with the relevant training tools to drive awareness, understanding and sales | Management of training development and delivery: Manage the sales needs and requirements of Sales and Services from needs analysis and development through to training delivery and implementation

Education

• Bachelors Degree and Professional Qualifications: Business, Commerce and Management Studies (Required)