Digital Portfolio Planner

3 days ago

Centurion, Gauteng, South Africa Boardroom Appointments Full time


Digital Portfolio PlannerRequirements:
  • Matric required
  • FAIS and advice accredited (preferably RE5 and COB3)
  • Degree in Financial Planning, Business, Finance, or Economics (required)
  • Aspirations towards becoming a Certified Financial Planner (CFP)
  • 13 years' sales experience in the insurance industry
  • Must be qualified to provide advice under supervision or independently
Duties and Responsibilities:
  • Engage telephonically and digitally with prospective clients to manage their financial wellness
  • Participate in campaigns to up-sell to the existing client base
  • Conduct client financial needs analysis to create a customised financial plan to achieve clients' financial goals
  • Engage with clients to highlight the features and benefits of risk products based on their needs
  • Analyse clients financial statuses (e.g., income, expenses, and liabilities) according to their life aspirations
  • Examine and suggest financial opportunities (e.g., insurance plans, investments) aligned to clients' financial aspirations
  • Develop sound plans and budgets for clients based on their needs
  • Establish a continuous relationship with clients to provide a financial plan according to their changing needs
  • Accurately capture client information, relevant actions, and sales on the systems
  • Accurately complete all administrative and reporting requirements within agreed timeframes
  • Achieve set targets on production, quality, and conversion
  • Adhere to compliance requirements in the sales process in line with legislative requirements
  • Provide financial advice in line with the engagement strategy to enhance clients' financial wellness
  • Deliver on service level agreements made with clients and internal and external stakeholders to ensure client expectations are managed
  • Provide authoritative expertise and advice to clients and stakeholders
  • Investigate client queries within the agreed service level and ensure that clients receive timely feedback
  • Escalate client queries to the relevant department or stakeholders
  • Provide accurate information and advice to clients and stakeholders to ensure that clients receive appropriate after-sales services
  • Build and maintain relationships with clients and internal and external stakeholders
  • Make recommendations to improve client service and fair treatment of clients within the area of responsibility
  • Participate and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides exceptional client service
  • Develop and maintain productive and collaborative working relationships with peers and stakeholders
  • Positively influence and participate in change initiatives
  • Continuously develop own expertise in terms of professional, industry, and legislative knowledge
  • Contribute to continuous innovation through the development, sharing, and implementation of new ideas
  • Take ownership for driving career development
  • Identify opportunities to enhance cost-effectiveness and increase operational efficiency
  • Manage financial and other company resources under your control with due respect
  • Provide input into the risk identification processes and communicate recommendations in the appropriate forum

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