Financial Planner – Wealth & Insurance Advisory

About the role

FNB Namibia is expanding its wealth and insurance advisory footprint and seeks experienced Financial Planners to build sustainable, high‑earning practices within a banking environment. The role is entrepreneurial, performance‑driven and offers uncapped earnings through new business generation and recurring income streams.

Key responsibilities

• Liaise with clients and insurance companies to secure optimal insurance cover.
• Promote banking and insurance products to increase profitability.
• Operate from bank branches in the allocated region and build trusted relationships with bankers, relationship managers and branch teams.
• Position yourself as the go‑to wealth and insurance specialist and convert opportunities into long‑term client relationships.
• Leverage daily client interactions and internal networks to generate new business and sustain a strong referral pipeline.

Required profile

• 5+ years of experience in financial planning, insurance or wealth management.
• Proven ability to build and manage a client portfolio.
• Relationship‑driven, commercially minded and entrepreneurial.
• NAMFISA compliant (or working towards compliance).
• Grade 12 qualification with a relevant diploma and life‑insurance certification.
• Valid driver’s licence.

Required skills

What we offer

• Access to a trusted banking environment with an existing client base.
• Strong brand backing and market credibility.
• Collaboration with specialist solution teams and cross‑sell opportunities across insurance, investments and banking.
• Dynamic, evolving work environment with growth potential.