Portfolio Planner | Centurion

SUMMARY:
Portfolio Planner | Centurion

POSITION INFO:

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.