Adviser: Virtual

2 weeks ago


Johannesburg, Gauteng, South Africa Absa Group Limited Full time
Job title : Adviser: Virtual (FAIS)Job Location : Gauteng, JohannesburgDeadline : April 05, 2025Quick Recommended Links
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Job Summary

  • To provide holistic financial planning solutions telephonically for clients through regular reviewing the client's portfolio in order to build a sustainable Virtual advisory practice.

Job Description

  • Establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, Product providers, Virtual Advisers and Virtual Agents). Telephonically meet sales and/or growth targets. Personal Development: Manage own broker practice.
  • FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service):
  • FSCA-Approved Qualification
  • Regulatory Exam for Representatives (RE5)
  • Experience As Per the FAIS Act
  • Product Specific Training once Onboarded
  • Class Of Business Training
  • Continuous Professional Development
  • Attest To Honesty, Integrity, and Good Standing

Education

  • Further Education and Training Certificate (FETC)
  • Customer Service  jobs


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