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.
- 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.
- 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.
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
- Build and maintain relationships with clients and internal and external stakeholders.
- Accurately capture client information, relevant actions and sales on the systems.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Adhere to compliance requirements in the sales process in line with legislative requirements.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
- Escalate client queries to the relevant department or stakeholder.
- Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
- Achieve set targets on production, quality and conversion.
What you’ll have:
- Relevant legislative/regulatory exams or qualifications,
- Formal qualifications: B Degree in Financial Planning, Business, Finance, Economics or equivalent qualification,
- Interpersonal skills Communication skills Planning skills Influencing skills ,
- 1-2 years experience in a financial advice rendering role (essential).
- Certificate of proficiency in Insurance or equivalent qualification,
- Knowledge of the financial services industry Knowledge of relevant legislation
- Specific licensing or registration Certified Financial Planner (CFP) or equivalent registration,
- 1-3 years experience in the financial services industry (desirable) ,