Business Financial Advisor

FirstRand•Worcester, MA

41d•Remote

About The Position

To provide appropriate risk and investment advice for Clients through virtual channels. Adhering to FAIS Compliance requirements. Adhering to the FirstRand Product Matrix and Advice Philosophy. Hello Future, Business Financial Advisor Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our talent team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now's the time to imagine your potential in a team where experts come together and ignite effective change.

Requirements

Relevant Degree in Finance, Accounting or Investment Management (Industry Related Degree OR CFP (Certified Financial Planner) qualification)
RE 5 (Must not be under supervision)
3 to 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
Person must not be an unrehabilitated insolvent
In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check

Nice To Haves

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

Responsibilities

Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand investment and risk products
Identify new business opportunities that impact on the industry and record and forward these leads to the appropriate product house to ensure cross sell opportunities and to strengthen client relationships
Deliver exceptional Financial Advice to FNB Customers that exceeds customers' expectations through proactive, innovative and appropriate solutions
Manage new clients, personal portfolios and identify specific needs and goals in respect of financial advice
Manage existing clients and grow portfolio through making contact with customers, generating leads and managing the growth of active customer account base to increase client base
Ensure adherence to relevant processes and compliance to legislative and audit requirements. Manage high volume and less complex deals
Keep up to date with own area of expertise to develop and maintain own professional knowledge base in order to provide effective support and advice