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Financial Advisor

2 months ago

Bloemfontein, Orange Free State, South Africa Origin Financial Group Full time
Job Title: Non-Life Short Term Advisor

Origin Financial Group is seeking a highly skilled and experienced Non-Life Short Term Advisor to join our team. As a key member of our team, you will be responsible for providing exceptional service to our clients, managing their insurance portfolios, and identifying new business opportunities.

Key Responsibilities:
  • Provide risk management and short-term insurance advice to 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 Service Level Agreement (SLA).
  • Enhance the client experience of Origin with a focus on client retention.
  • Liaise with and follow the advice and instruction of the appointed Line Manager in respect of projects, goals, retention, and maintenance of clients to drive income generation and grow the portfolio.
  • Generate new business by referrals and cross-selling for the different entities within the Origin group.
  • Manage and maintain the selected client portfolio by managing client relations, assisting in claims renewal of client policies, and general client queries within reasonable timelines.
  • Oversee and manage quotations, policy activations, and amendments.
Internal Company and Administrative Responsibilities:
  • Follow company policies and procedures in respect of strategic marketing drives, marketing projects, internal marketing strategies, while observing the relevant customer segmentation model.
  • Observe and adhere to company policies, procedures, and workflow processes in respect of operational matters such as usage of company-approved documentation, observing the Company Policy in respect of Advanced Customer Experience.
  • Observe and adhere to administrative guidelines and procedures in respect of administrative and claims functionality, observe and adhere to procedures and requirements of compliance.
  • Support the company house view model to aid administrative and claims teams when required to provide exceptional service to clients.
  • Liaise with Line Manager in respect of engaging in training programs relating to product-specific training, class of business training, and specific requirements in respect of CPD points as required, and to take responsibility for complying with regulated requirements.
Reporting and Feedback Responsibilities:
  • Report to Line Manager on regular appointed times in respect of goal management, renewals, marketing projects, and strategic marketing drives.
  • Attend and participate in Advisor Meetings as determined from time to time.
Requirements:
  1. Knowledge on Workpool and Google Docs.
  2. Industry-related Qualification.
  3. Registered as Representative of related FSP.
  • FAIS legislature requirements which include but not limited to: RE1 and RE5.
  1. Responsible for meeting the CPD requirements.
  2. Continue to meet all Fit and Proper requirements as per the latest legislation.
  3. This role requires frequent business travel.
Benefits:
  • Competitive remuneration packages with company benefits.
  • A fast-paced work environment.
  • Employee recognition initiatives.