Portfolio Planner | Centurion

Role Purpose

The purpose of this role is to

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.

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)

1-3 years sales experience in the

insurance industry

It will be required that you are

qualified to provide advice under

supervision or independently

Duties and Responsibilities Engage telephonically and digitally

with prospective clients in order to

manage their financial wellness.

Participate in campaigns to up-sell

to existing client base.

Conduct client financial needs

analysis in order 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, financial aspirations.

Develop sound plans and budgets

for clients based on their needs.

Establish a continuous relationship

with client 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 client's financial wellness.

Deliver on service level

agreements made with clients and

internal and external stakeholders

in order to ensure that client

expectations are managed.

Provide authoritative, expertise

and advice to clients and

stakeholders

Investigate client queries within

the agreed service level and

ensure that client receives timeous

feedback.

Escalate client queries to the

relevant department or

stakeholders.

Provide accurate information and

advice to clients and stakeholders

in order to ensure that the client

receives the appropriate after

sales services.

Provide authoritative, expertise

and advice to clients and

stakeholders.