Location: Knysna, Western Cape
Job Type: Permanent
Closing Date: 25 November 2025
Reference Number: FA/KN
About AVBOB
AVBOB Mutual Assurance Society is one of South Africa’s most trusted and established financial services and funeral insurance organizations, with over 100 years of service excellence. As a company deeply committed to community upliftment, professionalism and personal growth, AVBOB provides a stable environment where dedicated individuals can build long-term careers and make a meaningful difference in the lives of families.
Joining AVBOB means becoming part of a purpose-driven organization that values employee development, strong ethics, and exceptional customer service. The Knysna Life Office is expanding its high-performance team and invites motivated candidates to step into the role of Financial Associate.
Position Overview
The Financial Associate role is ideal for a resilient, motivated, and target-driven sales professional with strong knowledge of financial products, client acquisition, and community-based marketing. The successful candidate will be responsible for generating new business, maintaining long-term client relationships, marketing insurance products, and contributing directly to the growth of the Knysna Life Office.
This role requires a self-starter with excellent communication skills, strong ethics, and the ability to work independently while meeting performance expectations. If you are passionate about financial services and enjoy building meaningful connections with clients, this opportunity offers exceptional long-term career rewards.
Key Responsibilities
- Promote and market AVBOB insurance products to new and existing clients.
- Develop and maintain a strong client base through community engagement, prospecting, and relationship management.
- Conduct comprehensive financial needs analyses to offer appropriate product solutions.
- Participate in sales campaigns to drive revenue growth and increase market penetration.
- Provide exceptional after-sales service to ensure customer satisfaction and retention.
- Maintain accurate records in line with compliance, FAIS legislation, and company standards.
- Contribute to sales targets and office performance goals.
- Represent the AVBOB brand professionally within the Knysna community.
Minimum Requirements
- Grade 12 / Matric (Essential).
- Tertiary education or 30 credits on NQF Level 4 (Insurance Qualification) is advantageous.
- Must comply with FAIS Fit & Proper regulatory requirements:
- Applicants who entered the industry from 2004–2007 require 30 credits on NQF 4 obtained by 31 December 2009.
- Applicants who entered the industry in 2008–2009 require 30 or 60 credits on NQF 4 or a full FAIS qualification by 31 December 2013.
- All new entrants from 2010 onwards require a full FAIS-recognised qualification.
- Clear ITC credit record and clean criminal record.
- RE5 Certificate will be an added advantage.
- Driver’s license, own reliable transport, and a personal cellphone (Advantageous).
Skills & Competencies
- Strong marketing, sales, and client acquisition skills.
- Excellent communication skills (written and verbal).
- Professional, resilient, and target-driven.
- Ability to work independently and manage performance expectations.
- Strong interpersonal and relationship-building abilities.
- High levels of motivation, initiative, and accountability.
- Computer literacy and administrative capability.
Why Join AVBOB?
- Long-standing, reputable organization with over a century of excellence.
- Opportunities for continuous training and professional development.
- A supportive, community-oriented work environment.
- Attractive commission structure and long-term earning potential.
- Opportunity to build a meaningful career providing essential financial solutions.
POPIA Compliance
All personal information submitted with your application will be processed in accordance with the Protection of Personal Information Act (POPIA). By applying, you consent to AVBOB using your information strictly for recruitment and assessment purposes.
How to Apply
Submit your application directly through the official AVBOB Careers platform using the reference number FA/KN.
Apply Now:
👉 Apply here
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