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Short-term Financial Advisor

3 months ago

Cape Town, South Africa Perfect Placement Recruitment Full time

**Position**: Short-Term Financial Advisor

**Location**:George

**Salary**:Market-related depending on qualifications and experience

**Closing date**:End March 2024

Our client is looking for a dynamic and results-oriented Short-Term Financial Advisor to join their team. The Short-Term Advisor will play a crucial role in managing and expanding their client base in a sustainable, profitable, and ethical manner.

**Duties and Responsibilities**:
**Client Liaisons and Advisory Responsibilities**:

- Provide risk management and short-term insurance advice to an assigned portfolio of existing clients.
- Proactively prospect new clients to grow the insurance portfolio and achieve predetermined targets.
- Deliver appropriate short-term insurance and risk management advice according to client Service Level Agreements (SLAs).
- Ensure exceptional service delivery, aiming to enhance clients' experience and promote client retention.
- Collaborate closely with the appointed Line Manager to meet project goals and maintain client relationships, driving income generation and portfolio growth.
- Generate new business through referrals and cross-selling opportunities across various entities within the Origin group.
- Manage and maintain the assigned client portfolio by overseeing client relations, assisting with claims, policy renewals, and addressing client queries promptly.
- Oversee and manage quotations, policy activations, and amendments efficiently.

**Internal Company and Administrative Responsibilities**:

- Adhere to company policies and procedures for strategic marketing initiatives, internal marketing strategies, and customer segmentation models.
- Follow company guidelines for operational matters, including the usage of approved documentation, customer experience policies, administrative procedures, and compliance requirements.
- Support administrative and claims teams as needed to ensure exceptional service delivery.
- Engage in training programs related to product-specific training, class of business training, and CPD requirements, complying with regulatory standards.

**Reporting and Feedback Responsibilities**:

- Provide regular reports to the Line Manager on goal management, renewals, marketing projects, and strategic initiatives.
- Attend and actively participate in Advisor Meetings as scheduled.
- Report directly to the Line Manager (Executive Advisor) and contribute to the Advisory Team.

**Requirements**:
Qualifications:

- Registered as a Representative of a related Financial Services Provider (FSP).
- Compliance with FAIS legislature requirements, including RE1 and RE5 certifications.
- Fulfillment of CPD requirements and ongoing compliance with Fit and Proper standards as per the latest legislation.

**Benefits**:

- Hybrid work environment allowing for flexibility.
- Medical aid coverage.
- Retirement Annuity benefits.
- Life cover scheme for added financial security.

1. That you have no objection to us retaining your personal information in our database for future matching/ POPI Policy.
2. Due to the nature of the position, that we can do an ITC check if our client is interested in your CV.
3. That the information you have provided to us is true, correct, and up to date.