Sales Advisor
2 weeks ago
Job Description
To provide advice, support and/or sales through excellent service and solutions delivery and product knowledge to ensure an excellent banking experience for customers
- Act responsibly with work related resources in order to contribute to cost containment
- Continuously assess own performance, seek timely and clear feedback and request training where appropriate
- Assist with profit growth for the business through sales and acquisition of new clients
- Support sales through analysis of client portfolio and pro-active client engagement
- Understand and proactively engage to optimise client in terms of benefits, fees, returns and so forth
- Identify sales opportunities and ensure effective management of the leads pipeline
- Report on transactional and process activities within set guidelines to provide timely information for decision making
- Comply with relevant statutory, legislative, policy and governance requirements
- Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information
- Address customer needs in order to meet or exceed customer expectations
- Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service
- Achieve expected financial targets and uphold associated service levels
Minimum Requirement:
- FSCA Recognized NQF level 5- RE5- Mandated for intermediary sub-cats 1.17, 1.18 and 1.22 (not currently under supervision)- 1 - 2 years of call center experience
Post
FNB
LI-AM1
Job Details
02/10/25
-
Sales Advisors
1 week ago
Randburg, South Africa FirstRand Full timeJob Description Hello Future Sales Advisors Welcome to FNB Personal Segment Advisory and Suites, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our talent team in FNB Personal Segment Advisory Suite, you will be surrounded by unique...
-
Financial Advisor
3 weeks ago
Randburg, South Africa Envestpro Full timeEntrepreneur | Business Executive | Leadership & Strategy Enthusiast | Signal vs Noise Thinker Envestpro, established in 1998, is a leading financial advisory intermediary business committed to empowering advisors and serving clients across South Africa. With over 300 financial advisors and 38,000 clients, Envestpro manages more than 12 billion rands in...
-
Bank Advisor
4 weeks ago
Randburg, South Africa SavageOne Pty Ltd Full timeJoin One of South Africas Most Successful Brokerages! Were looking for a Bank Advisor to join our dynamic team. If you have a passion for building relationships, driving sales, and working within a thriving brokerage environment, this is the perfect opportunity for you! Are you ready to take the next step in your banking career? Were looking for a dynamic...
-
Business Advisor
2 weeks ago
Randburg, South Africa FirstRand Full timeJob Description To provide the customers with excellent service by ensuring that they are served promptly, understanding their needs and processing their requests Various locations around Gauteng Hello Future Business Advisor Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us...
-
Bank Advisor
3 days ago
Randburg, Gauteng, South Africa SavageOne Pty Full time R250 000 - R500 000 per yearJoin One of South Africas Most Successful BrokeragesWere looking for a Bank Advisor to join our dynamic team. If you have a passion for building relationships, driving sales, and working within a thriving brokerage environment, this is the perfect opportunity for youAre you ready to take the next step in your banking career? Were looking for a dynamic and...
-
Financial Advisor: January 2026 Starters
7 days ago
Randburg, South Africa EQ-FIN Full timeFinancial Advisor: January 2026 Starters Direct message the job poster from EQ-FIN Company Description EQ-FIN operates within the South African financial services industry, partnering with Liberty Group Ltd and STANLIB to deliver tailored financial solutions. Offering insurance, risk products, retirement planning, savings products, medical aids, and...
-
Financial Advisor
1 week ago
Randburg, Gauteng, South Africa Platinum Talent Solutions Ltd Full time R900 000 - R1 200 000 per yearJob DescriptionOur client is a trusted provider in the Wealth Management and Risk Solutions space, offering clients holistic advice and tailored strategies to protect and grow their financial well-being. Their core services include life insurance, disability cover, risk management, retirement planning, estate planning, and investments, with additional...
-
Sales Advisor
5 days ago
Randburg, Gauteng, South Africa FNB South Africa Full time R104 000 - R208 000 per yearJob DescriptionTo provide advice, support and/or sales through excellent service and solutions delivery and product knowledge to ensure an excellent banking experience for customersAct responsibly with work related resources in order to contribute to cost containmentContinuously assess own performance, seek timely and clear feedback and request training...
-
Randburg, South Africa Platinum Talent Full timeA recruitment agency is looking for ambitious Financial Advisors to join their team in Randburg, South Africa. This role involves providing expert wealth management strategies and offering tailored financial advice to clients. The successful candidates will enjoy a hybrid working model, comprehensive training, and the potential for recurring income streams...
-
Sales Advisor-5
6 days ago
Randburg, South Africa FirstRand Full timeJob Description To provide advice, support and/or sales through excellent service and solutions delivery and product knowledge to ensure an excellent banking experience for customers - Act responsibly with work related resources in order to contribute to cost containment - Continuously assess own performance, seek timely and clear feedback and request...