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:
- 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.
- Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Sell products in line with client’s financial needs by conducting affordability analysis in order to achieve clients’ financial goals.
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
- Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Build and maintain relationships with clients and internal and external stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Accurately capture client information, relevant actions and sales on the systems.
- Adhere to compliance requirements in the sales process in line with legislative requirements.
- Achieve set targets on production, quality and conversion.
- Calculated and advise on tax and legal implications of products and or changes.
- 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.
- Positively influence and participate in change initiatives.
- Manage financial and other company resources under your control with due respect.
- Escalate client queries to the relevant department or stakeholder.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
Required Education & Experience:
- 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
- Matric or equivalent NQF 4 qualification
- Driver’s license and own transport (desirable)