Personal Finance Sales & Advisory Consultant

Absa Ins & Fin Advise(Pty; Carnarvon; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Absa is seeking a branch-based advisor to provide needs-based financial advice and sell retail banking products. You will deliver professional service, resolve queries, and contribute to branch growth while adhering to FAIS, TCF, AML/CFT and POPIA requirements.

The role emphasizes customer education, digital adoption, and delivering a consistently exceptional in-branch experience across diverse customer segments.

Qualifications

• Needs-based financial advisory capability
• Strong sales mindset and targets driven
• Excellent customer service and relationship skills
• Understanding of FAIS and TCF requirements

Responsibilities

• Proactively acquire customers and meet sales targets.
• Deliver professional customer service across touchpoints.
• Manage customer portfolios and drive branch growth.
• Execute and report on lead generation and campaigns.
• Ensure compliance with FAIS, AML, TCF and POPIA policies.

Skills

Financial advice

Sales

Customer service

Regulatory knowledge

Education

FETC Banking

FETC Finance

Job description

Absa is seeking a branch-based advisor to provide needs-based financial advice and sell retail banking products. You will deliver professional service, resolve queries, and contribute to branch growth while adhering to FAIS, TCF, AML/CFT and POPIA requirements.

The role emphasizes customer education, digital adoption, and delivering a consistently exceptional in-branch experience across diverse customer segments.