FAIS Banking Advisor — Personal Finance & Growth

Absa Ins & Fin Advise(Pty; Carolina; Vor Ort; ZAR 180.000 - 240.000; Vollzeit

Zusammenfassung

Absa is seeking a Customer Advisor to provide needs-based financial advice, sales and service to individual retail banking customers. You will work to meet personal financial goals while adhering to FAIS, TCF and risk frameworks.

You will conduct personal financial needs analyses, explain product features, and strive to achieve sales targets while delivering exceptional service across branches and channels.

Qualifikationen

• Conduct comprehensive personal financial needs analyses.
• Explain product features, benefits, risks and costs clearly.
• Achieve individual sales targets while delivering quality service.
• Maintain accurate advice records and disclosures.

Aufgaben

• Proactively acquire customers and deliver sales against agreed targets.
• Deliver efficient and professional customer service across touchpoints.
• Support lead generation and branch growth initiatives.
• Execute compliant advisories under FAIS, TCF and POPIA.

Kenntnisse

Customer service

Sales

Financial advisory

Communication

Ausbildung

FETC Banking

FETC Finance

Jobbeschreibung

Absa is seeking a Customer Advisor to provide needs-based financial advice, sales and service to individual retail banking customers. You will work to meet personal financial goals while adhering to FAIS, TCF and risk frameworks.

You will conduct personal financial needs analyses, explain product features, and strive to achieve sales targets while delivering exceptional service across branches and channels.