Virtual Financial Advisor

7 months ago

Midrand, South Africa Telesure Investment Holdings Full time

**JOB PURPOSE**

The Virtual Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilise extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients.

**RESPONSIBILITIES**

**Sales Opportunities Creation**

Develop a personal network within the sales territory and represent the organisation at relevant industry events, sourcing of referrals, and recommendations from existing customers and other contacts to identify sales opportunities, promote the organisation, and enhance its reputation. Identify Personal Lines and Business Insurance opportunities.

**Customer Needs Clarification**

Consult with a range of customer representatives at different levels to identify the outcomes they require, introducing relevant internal specialists and utilising their expertise to gather and analyse complex customer data, clarify mid
- to long-term customer needs, and develop and agree to a specification of customer requirements. Conduct financial needs analysis, client portfolio analysis and provide financial advice.

**Sell Customer Propositions**

Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale.

**Customer Onboarding**

Walk customers through the advanced/custom features of the product/service, connecting those features directly with customer pain points.

**Performance Management**

Respond to personal objectives, take appropriate actions to ensure achievement of agreed objectives and use performance management systems to improve personal performance.

**Customer Relationships Development**

Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships. Act as first point of contact for customer queries and complaints and resolve these, referring complex issues to others and ensuring that the customer receives an appropriate response.

**Client & Customer Management (External)**

Manage key client and customer relationships to maintain customer satisfaction, retention of clients and loyalty.

**Client Document Management**

Create and ensure compliance with a company wide document management system.

**Operational Compliance**

Develop knowledge and understanding of the organisation's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorisation from a supervisor or manager for any exceptions from mandatory procedure. Personal

**Capability Building**

Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an in-depth understanding of Financial Services Industry external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

**BEHAVIORAL COMPETENCIES**

**Drives Results**

Consistently achieves results, even under tough circumstances. For example, regularly pushes self to achieve outstanding outcomes; consistently establishes bold goals for own performance; is passionate about excellent results and significant contributions. Shows great tenacity to complete goals/initiatives in a timely way.

**Communicates Effectively**

Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, tailors communication content and style to the needs of others. Pays attention to others' input and perspectives, asks questions, and summarizes to confirm understanding.

**Persuades**

Uses compelling arguments to gain the support and commitment of others. For example, positions and packages ideas so that they will resonate strongly with a wide variety of stakeholders. Uses strong logic and compelling evidence. Works with others to find creative win-win solutions; achieves consensus through compromise.

**Instils Trust**

Gains the confidence and trust of others through honesty, integrity, and authenticity. For example, models honesty and authenticity and encourages others to be up front with one another. Demonstrates reliability and places a strong emphasis on the team meeting its commitments. Fairly represents others' positions.

**Ensures Accountability**

Holds self and others accountable to meet commitments. For example, tracks performance and strives to remain effective, learning from both successes and failures. Readily takes on challenges or difficult tasks and has reputation for delivering on commitments

**Manages Complexity**

Makes

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