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Digital Financial Planner

3 months ago

Pretoria, South Africa The Recruitment Council 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. Our client provides life cover to clients in South Africa. Their product aim in partnering
with their clients on their journey to success. They strive to find opportunities in every risk and ensure that current and potential clients can benefit from their innovative solutions. Part of the reason why our client has the unique ability to develop superior, forward-thinking products and benefits is because they make it their business to understand their 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)
1-3 years' sales experience in the insurance industry
It will be required that you are qualified to provide advice under supervision or independently

Duties and Responsibilities


Engage with prospective clients in order to highlight the features and benefits of risk products based on their chosen 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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