ABSA Vacancies in Johannesburg – Adviser Trainee Virtual

Job Description:

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.

Job Responsibilities:

• Based on the lead provided, assess the client’s portfolio and identify possible gaps for which solutions can be formulated, prior to phoning the client
• Disclose all the relevant information to the client as required by the relevant legislative frameworks (e.g. FAIS Act) at the initial telephone call; to enable the client to make a decision on whether or not to proceed with the transaction
• Follow all the steps in the designated client engagement process as specified by Absa
• Insurance and Financial Advisers
• Provide regular feedback to the Team Leader on actions taken to progress the lead
• Closing leads appropriately, as per guidelines
• Provide the correct campaign product information at all times during client interactions
• Ensure that any documentation requests are dealt with timeously and that call backs are actioned on requested date and time
• Gather and complete all the necessary compliance documentation (e.g. Client Advice
• Record, copy of ID, Financial Needs Analysis, FICA)
• Submit the proposal forms to the relevant product providers for processing
• Upon inception of the policy and receiving the policy schedule/contract from the product provider/insurer, check that the policy schedule reflects the client’s
• Provide a report back to the Contact Centre Manager and all Bank stakeholders on the strike rate (i.e. number of leads provided that were converted to business)
• Ensure that all Regulatory and Absa Group Compliance requirements are met by following the campaign sales output required to deliver on this accountability
• Scripts during interactions with the client
• Ensure that staff members (Broker Assistants an Interns as relevant) have a clear understanding of their roles and responsibilities within the practice
• Arrange for staff members to receive the relevant training (Absa programs for the Interns) e.g. systems training, Broker Academy training (Interns)
• Provide coaching and mentoring to the staff with regards to knowledge and skills acquisition Conduct performance development (PD) discussions as required by Absa convention
• Take the necessary corrective actions in cases of underperformance in consultation with the Regional Leader (Interns)
• Ensure that Fit and Proper status is maintained (honesty, integrity, financial solvency
• Manage own career and personal development
• Ensure that all personal details such as street address, contact numbers etc are up to date on the Employee Self Service portal (ESS) by updating them on ESS on a regular basis.
• Comply with house rules

Job Requirements:

• Entrepreneurial Skills
• Effective relationship building skills
• RE5 or in progress
• Working under Supervision as per FAIS Legislation
• Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (Required)
• Interpersonal Skills
• People Management Skills
• Knowledge of financial management
• Telephone, email and video Negotiation Skills
• 1 Year Experience in a similar role
• Knowledge of the insurance industry
• NQF level 4: Grade 12
• 60 FAIS credits at NQF Level 5 or in progress

Job Details:

Company: ABSA Group Limited

Vacancy Type:  Full Time

Job Location: Johannesburg

Application Deadline: N/A

Apply Here

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