Financial Adviser AIFA (FAIS) Pipelining

Absa Group; Thohoyandou; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking a dedicated professional to provide specialist advice and support in daily operations. This role focuses on enhancing customer experience and ensuring compliance with standard operating procedures. You will be responsible for sourcing client leads and managing sales targets, contributing to the growth and success of the organization. Join a dynamic team committed to shaping the future and empowering the community through excellent service delivery. This is an exciting opportunity to make a meaningful impact in a supportive environment.

Qualifications

• Required to provide specialist advice and support for daily operations.
• Must ensure compliance with standard operating procedures.

Responsibilities

• Source client leads and enhance customer experience.
• Manage sales targets and verify commission statements.

Skills

Customer Service Excellence

Sales Management

Risk Management

Education

Further Education and Training Certificate (FETC): Business, Commerce and Management Studies

Tools

EBankpac system

Job description

Empowering Africa’s tomorrow, together…one story at a time.

With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

Job Summary

Provide specialist advise and support for day-to-day work, in order to execute predefined objectives as per agreed standard operating procedures (SOPs).

Job Description

1. Source Utilization: Obtain walk in client or data leads from the Bank staff in the branches (Consultants).
2. Customer Experience: To provide service excellence and achieve customer satisfaction.
3. Risk & Control: Ensure that staff members where applicable, i.e. Planner Assistants have a clear understanding of their responsibilities.
4. Manage Sales & Growth Targets: Capture the correct Policy Relevant Information (PRI) number on the EBankpac system. On a monthly basis, check the accuracy of the commission statements received from the AIFA Commissions department. Verify that all the PRI numbers reconcile to the commission paid and reflected on the statements.

Education

Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (Required).

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.

Absa Bank Limited reserves the right not to make an appointment to the post as advertised.