Overview
Digital Portfolio Planner Jobs in Benonie, South Africa at Findojobs South Africa
Location: Benonie
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 time frames
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
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Title: Digital Portfolio Planner
Company: Findojobs South Africa
Location: Benonie, South Africa
Category: Finance & Banking, Sales
