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    Digital Financial Planner - Pretoria, South Africa - The Recruitment Council

    The Recruitment Council
    The Recruitment Council Pretoria, South Africa

    1 day ago

    the recruitment council background
    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. Our client provides life cover to clients in South Africa. Their product aim in partnering
    with their clients on their journey to success. They strive to find opportunities in every risk and ensure that current and potential clients can benefit from their innovative solutions. Part of the reason why our client has the unique ability to develop superior, forward-thinking products and benefits is because they make it their business to understand their 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)
    1-3 years' sales experience in the insurance industry
    It will be required that you are qualified to provide advice under supervision or independently

    Duties and Responsibilities


    Engage with prospective clients in order to highlight the features and benefits of risk products based on their chosen 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
    Attention to detail
    Problem Solving
    Meeting Timescales
    Managing tasks
    Adapts to different buyer behaviour
    Upholding standards

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