Sales Advisor

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 pro-active client engagement.
• Understand and proactively engage to optimise 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 timeous 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 ensuring the management of existing clients, generates new leads and grows active customer account base.
• Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
• Achieve expected financial targets and uphold associated service levels.

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