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 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.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Sell products in line with client’s financial needs by conducting affordability analysis in order to achieve clients’ financial goals.
- Manage financial and other company resources under your control with due respect.
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Positively influence and participate in change initiatives.
- Calculated and advise on tax and legal implications of products and or changes.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
- Accurately capture client information, relevant actions and sales on the systems.
- Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Achieve set targets on production, quality and conversion.
- 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.
Required Education & Experience:
- Finance or Business related tertiary qualification (desirable)
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Driver’s license and own transport (desirable)
- Matric or equivalent NQF 4 qualification
- 2 years’ experience in a sales and/or customer service role
- Compliance with FAIS Fit and Proper requirements