The purpose of this role is to attract, acquire and retain clients by designing and delivering a financial plan which services their financial wellness needs in line with the growth and engagement strategy.
Requirements
- Matric required
- FAIS and advice accredited (preferably RE5 and COB3)
- Degree in Financial Planning, Business, Finance or Economics (required)
- Aspirations towards becoming a Certified Financial Planner (CFP)
- 1-3 years sales experience in the insurance industry
- It will be required that you are qualified to provide advice under supervision or independently
- Engage telephonically and digitally with prospective clients in order to manage their financial wellness.
- Participate in campaigns to up-sell to existing client base.
- Conduct client financial needs analysis in order to create a customised financial plan to achieve clients' financial goals.
- Engage with clients to highlight the features and benefits of risk products based on their needs.
- Analyse clients financial statuses (e.g. income, expenses and liabilities) according to their life aspirations.
- Examine and suggest financial opportunities (e.g. insurance plans, investments) aligned to their financial aspirations.
- Develop sound plans and budgets for clients based on their needs.
- Establish a continuous relationship with client to provide a financial plan according to their changing needs.
- 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.
- Provide financial advice in line with the engagement strategy to enhance client's financial wellness.
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
- Provide authoritative, expertise and advice to clients and stakeholders
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
- Escalate client queries to the relevant department or stakeholders.
- Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate after sales services.
- Provide authoritative, expertise and advice to clients and stakeholders.
- 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.
- 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.
- Identify opportunities to enhance cost effectiveness and increase operational efficiency.
- 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.
