Role Purpose

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.

Responsibilities and work outputs

  • 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 required
  • Understands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group.
  • Prioritises the business interests of MMI and invests in the success of the group by aligning effort across divisions.
  • Anticipates, meets and exceeds client’s needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.
  • Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.
  • Actively leads change, does what is right for the business and drives continuous improvement through innovation.
  • Persuades, convinces, influences and inspires others, both within MMI and externally to win support, loyalty and gain commitment to the purpose of MMH.
  • Manages self and relationships with others effectively, deals with ambiguity, uncertainty and pressure, and provides perspective in difficult situations.
  • Is sensitive to individual and cultural differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.
  • Experience and Qualifications
  • 2 years’ experience in an advice rendering role
  • 1-3 years’ experience in the financial services industry (advantageous)
  • FAIS and advice accredited
  • Degree in Financial Planning, Business, Finance or Economics preferred
  • Certified Financial Planner (CFP) preferred

Desired Skills:

  • Sales

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