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.
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Adhere to compliance requirements in the sales process in line with legislative requirements.
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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