Position Summary:
Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Key Responsibilities:
- Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
- Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
- Calculated and advise on tax and legal implications of products and or changes.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Sell products in line with client’s financial needs by conducting affordability analysis in order to achieve clients’ financial goals.
- Achieve set targets on production, quality and conversion.
- Positively influence and participate in change initiatives.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Adhere to compliance requirements in the sales process in line with legislative requirements.
- Build and maintain relationships with clients and internal and external stakeholders.
- Accurately capture client information, relevant actions and sales on the systems.
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- 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.
Required Education & Experience:
- Compliance with FAIS Fit and Proper requirements
- 2 years’ experience in a sales and/or customer service role
- Driver’s license and own transport (desirable)
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Finance or Business related tertiary qualification (desirable)
- Matric or equivalent NQF 4 qualification