Job Description

Digital Portfolio Planner

Requirements:

• 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