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.
- Achieve set targets on production, quality and conversion.
- Accurately capture client information, relevant actions and sales on the systems.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Build and maintain relationships with clients and internal and external stakeholders.
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- 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.
- Positively influence and participate in change initiatives.
- 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.
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
- Sell products in line with client’s financial needs by conducting affordability analysis in order to achieve clients’ financial goals.
- Calculated and advise on tax and legal implications of products and or changes.
- Escalate client queries to the relevant department or stakeholder.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
- Adhere to compliance requirements in the sales process in line with legislative requirements.
- 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.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
Required Education & Experience:
- 2 years’ experience in a sales and/or customer service role
- Matric or equivalent NQF 4 qualification
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Driver’s license and own transport (desirable)
- Finance or Business related tertiary qualification (desirable)
- Compliance with FAIS Fit and Proper requirements