Position Summary:
The purpose of this role is to attract, acquire and retain clients by designing and delivering a financial plan which services their financial wellness needs in line with the growth and engagement strategy.
Key Responsibilities:
- Achieve set targets on production, quality and conversion.
- Conduct client financial needs analysis in order to create a customised financial plan to achieve clients’ financial goals.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback
- Escalate client queries to the relevant department or stakeholder
- Engage with prospective clients in order to highlight the features and benefits of risk products based on their chosen Myriad quote
- Engage telephonically with clients and fulfil on the process
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Take ownership for driving career development.
- Calculated and advise on tax and legal implications of products and or changes.
- Identify solutions to enhance cost effectiveness and increase operational efficiency
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets
- Provide authoritative, expertise and advice to clients and stakeholders
- Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
- Accurately capture client information, relevant actions and sales on the systems.
- Adhere to compliance requirements in the sales process in line with legislative requirements.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas
- Manage financial and other company resources under your control with due respect
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
- Positively influence and participate in change initiatives
- Must be able to conclude client engagement digitally
- Develop and maintain productive and collaborative working relationships with peers and stakeholders
- Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services
Required Education & Experience:
- Degree in Financial Planning, Business, Finance or Economics (required)
- Aspirations towards becoming a Certified Financial Planner (CFP)
- FAIS and advice accredited (preferably RE5 and COB3)
- It will be required that you are qualified to provide advice under supervision or independently
- 1-3 years’ sales experience in the insurance industry
- Matric required