Partner Support Lead / Financial Consultant:
The Partner Support Lead will act as Broker Consultant (Primary) and Financial Consultant (Secondary); therefore, the responsibilities of the role are two-fold:
Primarily, the role is responsible for the management of the Company’s Referral Programme. This includes establishing, growing, and maintaining relationships with businesses and individuals who have clients that will benefit from the companies’ services, managing these stakeholders through the Company’s Referral Programme and assisting their clients with end-to[1]end solutions through social media interaction and public events.
Secondarily, the role will act as Financial Consultant, responsible for securing customers for the business by converting leads (qualified prospects) into clients. This includes assisting and advising customers on the service or bundle of services required to meet their specific needs, ensuring customer expectations and company revenue targets are met.
Key Accountabilities
Broker Consultant Delivery (Primary)
Main purpose is to generate leads from the referral programme in line with the budget set from this channel
Full responsibility for the Marketing and Management of the Company’s Referral Programme
Representing the Company at various Marketing events such as Expo’s, etc
Signing up new advocates.
Provide a face-to-face consulting service to advocates and potential advocates through regular engagement and follow[1]ups.
Social Media interaction such as responding to enquiries received via Facebook Messenger, WhatsApp and the subsequent upload and follow-ups of these potential leads with a view to convert them to clients.
Advise and consult on a range of provided briefs and requirements through application of knowledge in social media platforms.
Provide input to the Marketing Business Unit to develop and manage the social content calendar and manage executions of the same to sustain growth, engagement, and brand equity online.
Assist in the creation of new lead generation strategies.
Assist with identifying trends and insights which can be used for the Company’s Marketing activities.
Participate in brainstorming new and creative growth strategies.
Financial Consultant Delivery (Secondary)
Main purpose is to convert leads into clients within set time frames.
Gather, compile, and analyse financial and personal data about customers.
Gain a full understanding of customer’s situation and objectives, explaining the company service offering and tactfully guiding and advising them through the decision making and service acceptance process.
Assisting and advising potential clients on the service or bundle of services required to meet their specific needs within the constraints of applicable regulations and legislations.
Facilitate the quotation and acceptance of services process.
Maintain continuity throughout the life cycle of a customer.
Give the customer as much insight in wealth migration, including the implications of exchange control and tax, relative to pensions, investments and other South African source assets, economic trends, pension legislation in target countries etc.
Integrate the customers profile and goals through cross-selling of service solutions specific to customers’ needs.
Correspond with customers re additional information requirements, e.g., insurer needs.
Interface with customers post quote acceptance to deal with questions / issues / status update, etc., until services have been successfully delivered.
Continuously look for better ways to conduct business and improve processes.Responsible for creating the revenue stream for the team and take-on of new clients.
Client acquisition, retention, service orientation and relationship management
Provide and end-to-end service for clients, based on their unique circumstances.
Deliver on tangible KPI’s.
Compliance
Comply with all company standard operating procedures (SOPs), policies, guidelines, and procedures.
Learning and development
Available and willing to learn existing and new processes that may be added to the company suite of products/services from time to time.
External Stakeholders:
• Brokers and Broker Agencies.
• Advocates and potential advocates.
• Service providers and partners.
• Media (where required).
• Customers
Role requirements
The candidate must have specific proven expertise including the following:
Extensive experience (+5 years) as Financial Consultant.
Valid Financial Advisory and Intermediary Services (FAIS) Regulatory Exam (RE5) required.
Solid experience in Salesforce CRM not a requirement, but will be advantageous.
More than five years’ experience in a reasonably complex process orientated environment, preferably within the Financial Services industry.
Exposure to and/or theoretical knowledge of FICA legislation required.
In-depth knowledge of financial emigration and associated services.
Solid systems knowledge – familiar with and comfortable with working on required applications such as Facebook, Facebook Messenger, LinkedIn, Instagram, WhatsApp
Knowledge of Salesforce advantageous
Excellent communications skills, verbal & written (Afrikaans & English a must).
• Ability to write clearly, courteously, and professionally with excellent e-mail etiquette.
• Confident communication with clients across various social media platforms.
• Public speaking skills.
• Ability to distil complex issues into succinct and easily understood language to convey key messages.
Relationship management with various stakeholders (establish, develop, and maintain relationships
Strong interpersonal skills coupled within a resilient yet enthusiastic life disposition, including the ability to remain calm in dynamic situations and project with sunny poise and aura.
Demonstrated and applied knowledge of relevant regulatory and compliance frameworks.
Excellent collaboration skills to deliver cohesive outcomes.
Excellent networking skills and the ability to interact confidently with stakeholders at different levels.
Experience with sales techniques and strategies to meet customer and business needs and objectives.
Proven ability to be self-motivated and work autonomously, while also working successfully within a team.
Proven organisational skills including the ability to prioritise work to ensure deadlines are consistently achieved.
Strong attention to detail and follow through.
High degree of initiative and motivation.
Demonstrated inclusive, collaborative, and engaging approach; including the ability to consult, facilitate, negotiate, and influence a broad range of people at all levels in a medium sized corporate environment.
An ability to work under pressure in a rapidly changing environment.
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