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Financial Planner
FNB Namibia
Posted 4 months agoOtjiwarongo, Namibia
Location
Otjiwarongo, Namibia
Job Type
Full-time
Experience
Mid-Level
Deadline
April 7, 2026
Category
Banking & Finance
Job Description
FNB Namibia is the largest retail and commercial bank in Namibia, part of the FirstRand Group. The Financial Planning division provides clients with risk and investment advice, insurance solutions, and long-term financial planning services. This role is based in Otjiwarongo and focuses on building client relationships and growing a financial planning portfolio.
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Requirements
- Grade 12 with a relevant diploma and life insurance certification
- Minimum 3 years of experience in life insurance sales
- FAIS compliant or actively working towards compliance
- Strong interpersonal and communication skills
- Passionate about helping clients achieve financial well-being
Responsibilities
- 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 performance, seek feedback, and pursue relevant training
- Liaise with clients and insurance companies to find the best deals for insurance cover
- Actively promote products to increase profitability
