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Advisory Solutions Specialist

1 week ago

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

We are seeking a highly skilled Short-term Risk Advisor to join our team at Origin Financial Group.

The role includes managing a selected portfolio of existing clients, providing risk management and short-term insurance advice.

Key Responsibilities:

The successful candidate will be responsible for:

  1. Client Liaisons and Advisory 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.
    • Offer appropriate short-term insurance and risk management advice through a client service level agreement.
    • Enhance clients' experience of Origin, focusing on retention.
  2. Internal Company and Administrative Responsibilities:
    • Follow company policies and procedures regarding strategic marketing drives and internal marketing strategies.
    • Observe and adhere to company policies, procedures, and workflow processes in operational matters.
  3. Reporting and Feedback Responsibilities:
    • Report to Line Manager on goal management, renewals, marketing projects, and strategic marketing drives.
    • Attend and participate in Advisor Meetings as determined.
Requirements

Qualification:

  • 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.

Work Environment:

  • Committed to you culture.
  • Fast-paced work environment.
  • Employee-centric practices.