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About the Role

As a Business Financial Advisor, you’ll be part of a team of self-motivated sales professionals, delivering existing products and financial advisory solutions. You will provide personalized risk and investment advice to clients via virtual engagement channels, ensuring compliance with FAIS regulations and applying the FirstRand Product Matrix and Advice Philosophy.

Responsibilities

• Achieve sales targets by identifying opportunities to advise on FirstRand investment and risk products.
• Identify new business opportunities and forward leads to the appropriate product house for cross-selling.
• Deliver exceptional financial advice to FNB Customers through proactive, innovative, and appropriate solutions.
• Manage new clients and personal portfolios, identifying specific needs and goals.
• Manage existing clients and grow portfolios by generating leads and managing customer accounts.
• Ensure adherence to relevant processes and compliance with legislative and audit requirements.
• Manage high volume and less complex deals.
• Maintain and develop professional knowledge in own area of expertise to provide effective support and advice.

Requirements

• Must not be an unrehabilitated insolvent.
• Candidates applying for this role will require a credit record check in accordance with the National Credit Act (NCA).

Skills

• Strong sales and client service experience
• Ability to bring in new business and increase acquisition
• Strong credit experience and negotiation skills
• Build and maintain stakeholder relationships experience (any segment)
• Strong collaboration skills
• Exposure to dealing with juristic clients
• Portfolio management experience

Location

• East London
• Gauteng
• Menlyn
• Sandton

Work Type

• Full-time

Experience Level

• +5 years’ experience in a similar environment
• Experience in writing Business Insurance policies
• Experience in sales, investment and risk acumen
• Experience within the Financial Services Sector

Education Level

• Relevant Degree in Financial Planning or a Bachelor of Commerce (Industry Related Degree)
• CFP Designation (Certified Financial Planner)
• RE 5
• Must not be under supervision for specified subcategories including Long-Term Insurance, Structured Deposits, Hedge Fund, Retail Pension Benefits, Shares, Money Market Instruments, Collective Investment Scheme, Forex Investment, and Long-Term/Short-Term Deposits.

Benefits

• Opportunities to network and collaborate
• A challenging working environment
• Opportunities to innovate

About the Company

• FNB is the home of the #changeables, designing products and services for shapeshifters.
• The talent team is surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious.
• It is a team where experts come together and ignite effective change.

Equal Opportunity

• 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.
• Candidates can voluntarily disclose their disability information, and this information will be kept confidential unless required by law.