Financial Advisor (FNB Tied Advisor)
Core
Deliver holistic investment and life insurance solutions to clients within the FNB branch network using digital tools and established banking relationships.
Role type
Tied Financial Advisor (IC)
Builds
Investment and life insurance products for mass market and emerging affluent clients
Domain
Financial Services / Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, needs analysis, investment product knowledge, insurance product knowledge, consultative selling, lead conversion, relationship building, compliance knowledge (FAIS), digital proficiency
Preferred skills
Sales target achievement, stakeholder management, adaptability, independent work discipline
Technologies
Digital advice tools, integrated banking platforms
Responsibilities
Conduct financial needs analyses, recommend investment and insurance solutions, engage customers in branches, convert referrals to new business, maintain client relationships, achieve sales and AUM targets, maintain client records
Seniority
Mid-level, hands-on IC