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Adviser : Virtual Ii (Fais)
Job summary
A leading financial institution in Johannesburg seeks a Virtual Adviser to provide holistic financial planning solutions via telephone. Responsibilities include building relationships, achieving sales targets, and ensuring compliance with regulatory standards. Candidates must meet FAIS requirements and hold a relevant qualification. This full-time role offers a hybrid working model.
Qualifications
- FAIS Fit and Proper Requirements applicable to this Role.
- Regulatory Exam for Representatives (RE5) required.
- Experience As Per the FAIS Act necessary.
Responsibilities
- Provide holistic financial planning solutions telephonically.
- Meet sales and growth targets telephonically.
Skills
Education
Adviser: Virtual II (FAIS)
Remote type: Hybrid | Locations: Johannesburg | Time type: Full time
Posted Today | End Date October 31 (7 days left to apply)
Empowering Africa's tomorrow, together...one story at a time.
With over 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.
To provide holistic financial planning solutions telephonically for clients through regular reviewing the client's portfolio in order to build a sustainable Virtual advisory practice.
- Establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, Product providers, Virtual Advisers and Virtual Agents).
- Telephonically meet sales and / or growth targets.
- FAIS Fit and Proper Requirements applicable to this Role (Advice and Intermediary Service)
- FSCA-Approved Qualification
- Regulatory Exam for Representatives (RE5)
- Experience As Per the FAIS Act
- Product Specific Training once Onboarded
- Class Of Business Training
- Continuous Professional Development
- Attest To Honesty, Integrity, and Good Standing
- Education: Further Education and Training Certificate (FETC)
Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 2008 the bank reserves the right to assess candidates from designated groups to ensure equitable demographic representation. 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.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.