Digital Portfolio Planner

2 weeks ago

Centurion, South Africa Momentum Life Full time

**Introduction**

Momentum's 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 aims at 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**:

- Matric required
- FAIS and advice accredited (RE5 and COB3 Required)
- Degree in Financial Planning, Business, Finance or Economics (required)
- Aspirations towards becoming a Certified Financial Planner (CFP)
- 2-3 years' Financial Planning and Sales experience in the insurance industry
- It will be required that you are qualified to provide advice under supervision or independently

**Duties & Responsibilities**
- 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

**Competencies**
- Attention to detail
- Problem solving
- Meeting timescales
- Managing tasks
- Adapts to different buyer behaviour
- Upholding professional standards

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