Position Overview

We are looking for a Business Financial Advisor based in Tzaneen to provide risk and investment advice via virtual channels, adhering to FAIS compliance and FirstRand's product matrix. You will deliver financial advisory solutions for clients in the Limpopo region with a self-motivated sales approach.

Responsibilities

• Achieve sales targets across the business by identifying opportunities to advise on FirstRand investment and risk products.
• Identify and record new business opportunities, forward leads to the appropriate product house, and strengthen client relationships.
• Deliver exceptional financial advice that exceeds customer expectations through proactive, innovative solutions.
• Manage new clients and personal portfolios, identify specific needs and goals, and grow existing client portfolios.
• Maintain compliance with processes, legislative and audit requirements, and manage high-volume, less-com...