Digital Financial Planner - Centurion, South Africa - Momentum Life

Momentum Life

Verified Company

Centurion, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Introduction
The Retail Life Insurance department is looking for a self-driven, dynamic sales professional who wants
to grow their career in supporting clients to financial health. Myriad is Momentum's market-leading life
insurance product, providing life cover to clients in South Africa. Our Myriad product aim in partnering
with our clients on their journey to success. We strive to find opportunities in every risk and ensure that
current and potential clients can benefit from our innovative solutions. Part of the reason why Myriad
has the unique ability to develop superior, forward-thinking products and benefits is because we make it
our business to understand our clients' varying needs.

Role Purpose
The purpose of this role is to attract, acquire and retain clients by designing and delivering a financial
plan which services their financial wellness needs in line with the growth and engagement strategy.

Requirements:

Experience and Qualifications

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
It will be required that you are qualified to provide advice under supervision or independently

Duties & Responsibilities

Engage with prospective clients in order to highlight the features and benefits of risk products

based on their chosen Myriad quote

Engage telephonically with clients and fulfil on the process
Must be able to conclude client engagement digitally
Conduct client financial needs analysis in order to create a customised financial plan to achieve

clients' financial goals.

Calculated and advise on tax and legal implications of products and or changes.
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 client's financial

wellness.

Investigate client queries within the agreed service level and ensure that client receives timeous

feedback

Escalate client queries to the relevant department or stakeholder
Provide accurate information and advice to clients and stakeholders in order to ensure that the

client receives the appropriate services

Provide regular reports on delivery of services against agreed service level agreements and in

terms of overall customer targets

Provide authoritative, expertise and advice to clients and stakeholders
Build and maintain relationships with clients and internal and external stakeholders
Make recommendations to improve client service and fair treatment of clients within area of

responsibility

Participate and contribute to a culture which builds rewarding relationships, facilitates feedback

and provides exceptional client service

Proactively build and maintain client relationships by presenting our innovative and trustworthy

product offerings through professional and credible Financial Advisory services.

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 legislation knowledge
Contribute to continuous innovation through the development, sharing and implementation of

new ideas

Take ownership for driving career development.
Identify solutions 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

Competencies