Digital Financial Planner

2 weeks ago

Centurion, Gauteng, South Africa Momentum Life Full time

Introduction
The Retail Life Insurance department is looking for a self-driven, dynamic sales professional who wants
to grow their career in supporting clients to financial health. Myriad is Momentum's market-leading life
insurance product, providing life cover to clients in South Africa. Our Myriad product aim in partnering
with our clients on their journey to success. We strive to find opportunities in every risk and ensure that
current and potential clients can benefit from our innovative solutions. Part of the reason why Myriad
has the unique ability to develop superior, forward-thinking products and benefits is because we make it
our business to understand our clients' varying needs.

Role Purpose
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:

Experience and Qualifications

  • 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)
  • 13 years' sales experience in the insurance industry
  • It will be required that you are qualified to provide advice under supervision or independently

Duties & Responsibilities

  • 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 financial plan to achieve
clients' financial goals.

  • Calculated and advise 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.
  • Provide financial advice in line with the engagement strategy to enhance client's financial
wellness.

  • Investigate client queries within the agreed service level and ensure that client receives timeous
feedback

  • 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

  • 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
  • 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.
  • Identify solutions 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

Competencies

  • Attention to detail
  • Problem Solving
  • Meeting Timescales
  • Managing tasks
  • Adapts to different buyer behaviour
  • Upholding standards

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