Financial Advice Service Consultant Location: Johannesburg
Time Type: Full Time
Posted on: 2 Days Ago
Application Closing Date: October 10, 2024 (4 days left to apply)
Job Requisition ID: R20968
Job Description To provide appropriate risk and investment advice for clients, adhering to FAIS Compliance requirements, within the framework of the business Advisory Sales and Product mandates.
Achievement of key performance indicators for the business. Effective referrals of calls made - Conversion on contactable calls. Turnaround time on allocated workflow as measured by CRM SLA agreements. As per call assessments from Supervisors using pre-determined QA sheets. Deliver exceptional Financial Advice to customers that exceeds customers' expectations through proactive, innovative and appropriate solutions. Spot check on CRM outcomes compared to conversations (supervisor). Improvement of self (Product knowledge tests, teamwork, complaints). All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
About Us Serving retail and commercial customers, FNB is so much more than a bank, offering life and short-term insurance, innovative savings and investment products, and a digital universe of solutions that help customers navigate challenges and opportunities of everyday life. It has a market-leading app and a globally recognised rewards system in eBucks. FNB has won multiple awards, including the Strongest Banking Brand in the World in the Brand Finance Banking 500 2023 report. FNB represents multiple opportunities for you to build an exciting and rewarding career. Especially if you want to change people's lives, in an authentic, profound and sustainable way.
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