The purpose of this role is to attract, acquire and retain clients by designing and delivering a risk insurance solution which services their financial wellness needs.
Requirements
- Matric required
- FAIS required qualifications (preferably RE5 and COB3)
- 3 year diploma or degree in Financial Planning, Business, Finance or Economics minimum NQF level 5 (required)
- Aspirations towards becoming a Certified Financial Planner (CFP)
- 3+ years' sales experience in the life insurance industry.
- It will be required that you are fit and proper.
- Engage with prospective clients in order to highlight the features and benefits of risk products based on their chosen Myriad quote
- Engage telephonically with clients and fulfil on the process
- Must be able to conclude client engagement digitally
- Conduct client financial needs analysis in order to create a customised life insurance solution to achieve clients' financial goals.
- Calculated and educate on tax and legal implications of products and or changes.
- Accurately capture client information, relevant actions and sales on the systems.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Achieve set targets on production, quality and conversion.
- Adhere to compliance requirements in the sales process in line with legislative requirements.
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback
- Resolve or escalate client queries to the relevant department or stakeholder to ensure exceptional client services.
- Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets
- 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
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
- Develop and maintain productive and collaborative working relationships with peers and stakeholders
- Positively influence and participate in change initiatives
- Continuously develop own expertise in terms of professional, industry and legislation knowledge
- Contribute to continuous innovation through the development, sharing and implementation of new ideas
- Take ownership for driving career development.
- 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.
- Identify solutions to enhance cost effectiveness and increase operational efficiency
