Role Purpose
The purpose of this role is to attract, acquire and retain clients by designing and delivering a risk insurance solution which services their financial wellness needs.
Requirements
Matric required
FAIS required qualifications (preferably RE5 and COB3)
3 year diploma or degree in Financial Planning, Business, Finance or Economics - minimum NQF level 5 (required)
Aspirations towards becoming a Certified Financial Planner (CFP)
3+ years' sales experience in the life insurance industry.
It will be required that you are fit and proper.
Duties & Responsibilities
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 life insurance solution to achieve clients' financial goals.
Calculated and educate 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.
Investigate client queries within the agreed service level and ensure that client receives timeous feedback
Resolve or escalate client queries to the relevant department or stakeholder to ensure exceptional client services.
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
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.
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.Identify solutions to enhance cost effectiveness and increase operational efficiency
Competencies
Attention to detail
Problem Solving
Meeting Timescales
Managing tasks
Adapts to different buyer behaviour
Upholding standards
Closing Date
2026/03/13