Senior Financial Strategist
2 days ago
As a Senior Financial Strategist with Vizion Finance, you will play a pivotal role in delivering tailored financial solutions to clients. By leveraging the expertise of Old Mutual, you will drive long-term relationships and sustainable business growth within a supportive environment.
Compensation Package
The role offers an attractive compensation package, including uncapped commission and a vesting allowance of R25 000 per month for the first two months.
Key Responsibilities
1. Sales Excellence
Master Old Mutual's diverse product offerings, including wealth creation, individual & family protection, corporate employee benefits, and more. Conduct comprehensive needs analyses to design personalized financial plans aligned with client goals. Continuously engage clients to introduce new solutions and enhance existing portfolios. Facilitate seamless new business submissions, ensuring compliance and accuracy in all documentation. Drive cross-selling opportunities to maximize client value and business growth.
2. Client Relationship Management
Build and maintain enduring client relationships through regular reviews, clear communication, and proactive follow-ups. Address queries effectively, escalating where necessary, and providing timely resolutions. Monitor and improve client retention by managing NTUs (Not Taken Up policies) and persistency metrics with actionable insights.
3. Compliance and Development
Stay informed of regulatory requirements, ensuring all activities comply with FAIS standards. Maintain comprehensive records of advice and adhere to ethical financial planning practices. Achieve continuous professional development (CPD) through training and support programs, including pathways to CFP accreditation. Identify and mitigate potential risks, including fraudulent activities, with vigilance.
4. Strategic Reporting and Planning
Log daily activities and update systems to ensure accurate reporting. Prepare and deliver detailed weekly and monthly reports to the Franchise Principal and other key stakeholders. Align with franchise and regional objectives to support shared business goals.
Requirements
Matric (Grade 12). RE5 Certification. Relevant financial qualification (NQF 5 or higher). FAIS Compliant as per DOFA requirements. The estimated salary range for this position is approximately R200 000 - R400 000 per annum, depending on experience and performance.
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