Description

Unemployed Learnership Face to Face Financial Advisor opportunity, incumbent must have completed a Diploma in finance, advantage and preference if any Financial planning qualifications or even RE5 certification is obtained. Learnership will start 1 April 2025 for 12 months

Responsibilities

•  Sales and Service Delivery Focus (Supervision and support)
•  Facilitate seamless sales activation, conversion, and fulfilment for new to bank and current customers.
•  Deepen Customer Relationships
•  Provide a high level of individualized service to customers utilizing consultative relationships with customers to increase loyalty and business referrals.
•  Sales conclusion and sales activation
•  Apply knowledge to drive seamless fulfilment of sales and timeous reporting on customer sales related queries
•  Ensuring that all credit- and fraud referrals are investigated and resolved or escalated and resolved Customer Experience Management
•  Perform work as per the pre-set daily workforce plans and schedules necessary adjustments. Record and report on to provide timely and accurate information and provide monthly reports that reflect insight into tendencies and patterns.
•  Risk and governance Comply and adhere to all internal and external risk and governance policies, standards and procedures and escalate associated risks.
•  Adhere to NCA, FICA and FAIS legislation.
•  Interact with customer segments in a manner which enhances the brand experience Manage transactional activities

Requirements

•  Diploma in finance
•  Financial planning qualifications or even RE5 certification (Advantageous)