Universal Bankers X 25 - Face To Face - Kzn

Energy At Work; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services firm in Durban is seeking dynamic Universal Bankers to engage clients face-to-face, promoting financial products and opening new accounts. Applicants need a minimum of 1 year in face-to-face sales within the banking or insurance sectors and an NQF Level 5 qualification in Banking or Wealth Management. Join a respected brand that offers competitive earnings and professional growth opportunities in an empowering environment.

Benefits

Competitive earning potential

Performance-based rewards

Career growth opportunities

Qualifications

• 1 year of face-to-face sales experience in banking or insurance sectors.
• RE5 certification is advantageous.
• Experience in providing advice for Category 1.22 is essential.

Responsibilities

• Engage directly with clients to promote and open new bank accounts.
• Drive deposits and cross-sell financial products.
• Provide compliant financial advice according to FAIS requirements.
• Build strong client relationships and meet sales targets.

Skills

Face-to-face sales experience

Client relationship building

Financial product knowledge

Target-driven mindset

Education

NQF Level 5 qualification in Banking or Wealth Management

Degree recognized by the FSCA

Job description

Are you passionate about helping clients achieve their financial goals?

Our client, a leading player in theFinancial Services Industry, is expanding their team and looking to appoint25 dynamic Universal Bankers to join their growing network.

This is a field-based rolenot branch-based where youll meet clientsface-to-face, build lasting relationships, and offer tailored financial solutions that make a real difference.

What Youll Be Doing

• Engage directly with clients to promote and open new bank accounts.
• Drive deposits and cross-sell financial products such asloans, funeral cover, and credit life insurance.
• Provide professional, compliant financial advice to clients in accordance with FAIS requirements.
• Build strong client relationships and represent the brand with integrity and professionalism.
• Achieve set sales and performance targets while maintaining excellent client service standards.

What Were Looking For

• Minimum1 year of face-to-face sales experiencewithin thebankingorinsurancesectors.
• CompletedNQF Level 5 qualificationinBankingorWealth Management(or aDegreerecognized by the FSCA).
• RE5certification is a strong advantage.
• Experience in providingadvice for Category 1.22isessential.
• Preference will be given to candidates who are accredited forCategories 1.17, 1.18, and 1.22.
• Energetic, target-driven individuals with a passion for client engagement and relationship-building.

Why Join This Opportunity?

• Represent one ofSouth Africas most respected financial brands.
• Competitive earning potential with performance-based rewards.
• Opportunity to grow your career in an empowering and professional environment.

• ??Ready to take your banking career to the next level?

Apply now and become part of a team thats redefining financial engagement in South Africa!