Sales Advisor

Rmbwestport; Gauteng; On-site; ZAR 20 000 - 40 000; Full time

Job summary

An established industry player is seeking dedicated individuals to join their talent pool for future roles in customer service and sales. This opportunity involves providing exceptional banking experiences, optimizing client benefits, and contributing to profit growth through proactive engagement and relationship building. Ideal candidates will possess a strong background in customer service, sales, and client portfolio management, with a commitment to excellence and compliance. Join a dynamic team that values innovation and social responsibility, and be part of a leading financial institution in Africa.

Qualifications

• 1-2 years call center experience required.
• Must be mandated for intermediary sub-categories 1.17, 1.18, and 1.22.

Responsibilities

• Assist in profit growth through sales and new client acquisition.
• Grow and maintain the customer base, generate leads, and expand active accounts.
• Achieve financial targets and maintain service levels.

Skills

Customer Service

Sales

Client Portfolio Management

Performance Assessment

Education

FSCA Recognized NQF level 5

RE5

Job description

Application Deadline

Time left to apply: May 2 (5 days remaining)

Job Requisition ID

R

Job Description

To provide advice, support, and/or sales through excellent service, solutions delivery, and product knowledge to ensure an excellent banking experience for customers.

Responsibilities

1. Act responsibly with work-related resources to contribute to cost containment.
2. Continuously assess own performance, seek feedback, and request training where needed.
3. Assist in profit growth through sales and new client acquisition.
4. Support sales via client portfolio analysis and proactive engagement.
5. Understand and optimize client benefits, fees, and returns.
6. Identify sales opportunities and manage leads effectively.
7. Report transactional and process activities within guidelines for decision-making.
8. Comply with statutory, legislative, policy, and governance requirements.
9. Provide efficient administration through careful planning and timely updates.
10. Address customer needs to meet or exceed expectations.
11. Grow and maintain the customer base, generate leads, and expand active accounts.
12. Contribute to a culture of service excellence and positive relationships.
13. Achieve financial targets and maintain service levels.

Minimum Requirements

• FSCA Recognized NQF level 5
• RE5
• Mandated for intermediary sub-categories 1.17, 1.18, and 1.22 (not under supervision)
• 1-2 years call center experience

Note: This is a talent pool application for future roles; it is not an active vacancy.

Additional Information

We appreciate your interest and may contact you for similar opportunities.

All appointments align with FirstRand Group's Employment Equity plan.

Candidates with disabilities are encouraged to disclose their status voluntarily; information will be kept confidential.

Introduce Yourself

Introduce yourself to our recruiters for future matching roles.

About Us

FirstRand offers comprehensive financial services across Africa, with operations in the UK and India.

Listed on JSE and NSX, it is Africa's largest financial institution by market cap, with a diverse portfolio including FNB, RMB, WesBank, and others.

The group emphasizes innovation, social responsibility, and employee volunteerism.