Digital Portfolio Planner

Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members.

Through our own network of advisers or via independent brokers and utilising new platforms the Momentum Group provides practical financial solutions for people, communities and businesses.

As an applicant, please verify the legitimacy of this job advert on our company career page.

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.

• Matric required
• FAIS and advice accredited (preferably RE5 and COB3)
• Degree in Financial Planning, Business, Finance, Economics or industry related qualifications i.e wealth management (required)
• Aspirations towards becoming a Certified Financial Planner (CFP)
• 3-5 years’ sales experience in the insurance industry
• Call center/tele-sales experience (advantageous)
• It will be required that you are qualified to provide advice independently.

• 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, investments) aligned to their 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 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 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 timely 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.
• 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.
• 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 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.

• Problem solving
• Meeting timescales
• Managing tasks
• Adapts to different buyer behaviour
• Upholding professional standards