Financial Advice Service Consultant D
6 months ago
About us, purpose, experience and qualifications
**about us**:
- make a promise
- be deeply invested
- value our differences
- build trust, not territory
- have courage
- always do the right thing
**purpose**:
- To provide appropriate risk and investment advice for clients, adhering to FAIS Compliance requirements, within the framework of the FNB Premium Advisory Sales and Product mandates.**experience and qualifications**:
- 2 - 3 work experience in sales, investment or within the Financial Services Sector
- Client interaction experience
- Person must not be an unrehabilitated insolvent**additional requirements**:
**responsibilities**:
- Achievement of key performance indicators for the business.
- Effective referrals of calls made - Conversion on contactable calls.
- Turnaround time on allocated workflow as measured by CRM SLA agreements.
- As per call assessments from Supervisors using pre-determined QA sheets.
- Deliver exceptional Financial Advice to FNB Customers that exceeds customers' expectations through proactive, innovative and appropriate solutions.
- Spot check on CRM outcomes compared to conversations (supervisor).
- Improvement of self (Product knowledge tests, teamwork, complaints).
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