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 longterm viability.
Key Responsibilities:
- Build and maintain relationships with clients and internal and external stakeholders.
- Escalate client queries to the relevant department or stakeholder.
- Accurately capture client information, relevant actions and sales on the systems.
- 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.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
- Achieve set targets on production, quality and conversion.
- Manage financial and other company resources under your control with due respect.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Calculated and advise on tax and legal implications of products and or changes.
- 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.
- Take ownership for driving career development.
- Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
- Positively influence and participate in change initiatives.
- 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.
Required Education & Experience:
- Matric or equivalent NQF 4 qualification
- Driver’s license and own transport (desirable)
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Compliance with FAIS Fit and Proper requirements
- Finance or Business related tertiary qualification (desirable)
- 2 years’ experience in a sales and/or customer service role