Digital Portfolio Planner
Digital Portfolio Planner
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Salary Not Disclosed
1 Vacancy
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 upsell 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 aftersales 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 costeffectiveness 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
Employment Type
Full Time
