Sales Advisor

Job Requisition ID: R

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

Act responsibly with work-related resources in order to contribute to cost containment. Continuously assess own performance, seek timely and clear feedback, and request training where appropriate. Assist with profit growth for the business through sales and acquisition of new clients. Support sales through analysis of client portfolio and proactive client engagement. Understand and proactively engage to optimize client in terms of benefits, fees, returns, and so forth. Identify sales opportunities and ensure effective management of the leads pipeline. Report on transactional and process activities within set guidelines to provide timely information for decision-making. Comply with relevant statutory, legislative, policy, and governance requirements. Provide an efficient administration service through careful and timely planning, reporting, and updating of all relevant information. Address customer needs in order to meet or exceed customer expectations. Ensure growth and increase in customer base by managing existing clients, generating new leads, and growing an active customer account base. Contribute to a culture of service excellence, which builds positive relationships and provides opportunities for feedback and exceptional service. Achieve expected financial targets and uphold associated service levels.

Minimum Requirements:

1. FSCA Recognized NQF level 5.
2. RE5 Mandated for intermediary sub-categories 1.17, 1.18, and 1.22 (not currently under supervision).
3. 1-2 years call center experience.

Thank you for your interest in joining our talent community. Please note that this advertisement is not for an active vacancy, and as such, you will not receive a decline notice or status update immediately. We are currently gathering applications to build a talent pool for future opportunities. By submitting your application, you will be considered for similar roles that may become available. We appreciate your interest and look forward to potentially working with you in the future.

Job Details: Application Closing Date: 04/04/25

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: FirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), FirstRand Limited is the largest financial institution by market capitalization in Africa. The group follows a multi-branding approach. Its portfolio of financial services businesses includes FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo, DirectAxis, and MotoVantage. Many are leaders in their respective segments and markets, offering transactional, lending, investment, and insurance products and services. The group's track record of delivering superior returns to shareholders has been achieved through a combination of organic growth, acquisitions, innovation, and the creation of completely new businesses. The group's purpose of delivering Shared Prosperity provides many opportunities for employees to innovate to address social and environmental challenges in our markets. All of our businesses have successful volunteering programs which also allow employees to adopt and support causes close to their hearts.