Insurance and Risk Management Professional

4 weeks ago


Cape Town, Western Cape, South Africa Origin Financial Group Full time
Job Overview
Origin Financial Group is a leading Independent Financial Advisor (IFA) in the South African market, renowned for offering bespoke solutions and advice tailored to the financial life cycle of each client.

About the Role
This exciting opportunity is part of our ambitious strategy to expand our presence in the market. As an Insurance and Risk Management Professional, you will play a pivotal role in supporting our clients' needs and driving business growth.

Key Responsibilities
  • To provide expert assistance, support, and guidance on 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.
  • Deliver short-term insurance and risk management advice through a client service level agreement.
  • Support and assist with projects, goals, retention, and maintenance of clients, under the guidance of the appointed Line Manager.
  • Generate new business through referrals and 'cross-selling' for different entities within Origin Financial Group.
  • Manage and maintain the selected client portfolio by managing client relations, assisting with claims, renewals, and general client queries, within reasonable timelines.

Internal Company Responsibilities
  • Follow company policies and procedures in respect of strategic marketing drives, marketing projects, internal marketing strategies, while observing the relevant customer segmentation model.
  • Adhere to company policies, procedures, and workflow processes in respect of operational matters such as usage of approved documentation and customer experience.
  • Liaise with the advisor to engage in training programs relating to product-specific training, class of business training, and specific requirements in respect of Continuing Professional Development (CPD) points.

Requirements
A strong educational background in a related field or studying towards an accredited RE1 and RE5 qualification is essential. You must be able to develop into a fully qualified advisor within 12-18 months of completing the internship. A valid driver's license (Code B), basic computer skills, and ability to remain stationary for 90% of the time are also required. The successful candidate will be expected to travel occasionally.

Benefits
As an Insurance and Risk Management Professional at Origin Financial Group, you can expect a competitive salary, a dynamic work environment, and opportunities for career growth and development.

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