- Conduct Financial Needs Analysis : Perform comprehensive financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning.
- Client Portfolio Management : Analyze and manage client portfolios, providing tailored financial advice to meet both immediate and long-term financial goals.
- Sales Opportunities Creation : Develop and leverage a personal network within the sales territory, attend relevant industry events, and source referrals to identify and pursue sales opportunities in personal lines and business insurance.
- Customer Needs Clarification : Consult with various customer representatives to identify their financial needs, engage internal specialists for complex data analysis, and develop specifications that align with customer requirements.
- Customer Propositions Selling : Recommend suitable financial products and services based on customer needs, explain product benefits, and facilitate the purchase process at standard terms and conditions.
- Customer Onboarding : Guide clients through the advanced features of financial products and services, ensuring alignment with their financial objectives and addressing any concerns.
- Performance Management : Set personal performance goals, take action to achieve objectives, and utilize performance management systems to enhance personal effectiveness and productivity.
- Customer Relationships Development : Implement customer contact plans to communicate new product launches and sales campaigns, build new relationships, and act as the primary contact for customer queries and complaints.
- Client & Customer Management : Maintain and manage key client relationships to ensure high levels of customer satisfaction, retention, and loyalty.
- Client Document Management : Establish and comply with a comprehensive document management system to ensure accurate and secure handling of client documents.
- Operational Compliance : Adhere to the organizations policies, procedures, and relevant regulatory standards, obtaining necessary authorizations for any deviations.
- Personal Capability Building : Engage in continuous professional development through assessments, formal and informal training, and coaching to enhance capabilities in financial advising, particularly in insurance, wealth management, and investments.
Matric / Grade 12 or SAQA Accredited Equivalent (Essential); 120 FAIS Credits
(NQF5) in Wealth management (Essential); RE5 (Essential); 120 FAIS (NQF6) in
Wealth management/ CFP/ equivalent (Advantageous);
