Short-term Financial Consultant

1 week ago


Cape Town, Western Cape, South Africa Origin Financial Group Full time

Origin Financial Group is a leading provider of innovative financial solutions. We are seeking an experienced Short-term Financial Consultant to join our team.

About the Role

The successful candidate will be responsible for managing and expanding our client base in a sustainable, profitable, and ethical manner.

Duties and Responsibilities:
  • Provide risk management and short-term insurance advice to a selected portfolio of existing clients.
  • Prospect new clients to grow the insurance portfolio and achieve contracted targets.
  • Provide appropriate short-term insurance and risk management advice through a client SLA.
  • Enhance the clients' experience of Origin, focusing on client retention.
  • Liaise with the appointed Line Manager regarding projects, goals, retention, and maintenance of clients to drive income generation and portfolio growth.
  • Generate new business by referrals and "cross-selling" for different entities within the Origin group.
  • Manage and maintain the selected client portfolio, assisting in claims, renewal of policies, and general client queries within reasonable timelines.
  • Oversee and manage quotations, policy activations, and amendments.
Requirements
  • Registered as Representative of related FSP.
  • FAIS legislature requirements, including RE1 and RE5.
  • Responsible for meeting CPD requirements.
  • Continue to meet all Fit and Proper requirements as per the latest legislation.


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