Short-term Financial Consultant
1 week ago
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 RoleThe 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.
- 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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Short-term Financial Advisor
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Short-Term Insurance Portfolio Executive
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