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:
- Positively influence and participate in change initiatives.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- 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.
- 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.
- Accurately capture client information, relevant actions and sales on the systems.
- Examining Information: Analyse and process information; ask probing questions and strive to find solutions to problems.
- Calculated and advise on tax and legal implications of products and or changes.
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
- Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
- Take ownership for driving career development.
- 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.
- Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- 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.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
- Achieve set targets on production, quality and conversion.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- 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.
- Build and maintain relationships with clients and internal and external stakeholders.
Competencies
Required Education & Experience:
- 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
- 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)