Digital Portfolio Planner

Huntwave; Gauteng; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking a dynamic Digital Portfolio Planner to support clients in achieving financial security. This role involves engaging with clients, conducting financial analyses, and developing tailored financial plans. The ideal candidate will have a strong background in sales and financial planning, along with a commitment to ethical standards. Join a forward-thinking company that values collaboration and innovation, offering you the opportunity to grow your career while making a positive impact on clients' lives.

Qualifications

• Matric and relevant financial qualifications are essential.
• 1-3 years of sales experience in the insurance industry required.

Responsibilities

• Engage with clients to assist with financial wellness via calls and digital platforms.
• Conduct financial needs analyses and create personalized financial plans.

Skills

Sales Experience

Financial Planning

Client Relationship Management

Problem-Solving Skills

Education

Matric

FAIS and Advice Accreditation

Degree in Financial Planning, Business, Finance, or Economics

Job description

HuntWave Centurion, Gauteng, South Africa

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Our client in the Retail Life Insurance industry is seeking a self-driven, dynamic Digital Portfolio Planner eager to grow their career by supporting clients in achieving financial security.

Objective

The primary objective of this role is to attract, acquire, and retain clients by designing and implementing tailored financial plans that align with their financial wellness needs, in line with the company's growth and engagement strategy.

Requirements

• Educational Qualifications: Matric (required), FAIS and advice accreditation (preferably RE5 and COB3), Degree in Financial Planning, Business, Finance, or Economics (required). Aspirations towards becoming a Certified Financial Planner (CFP).
• Experience: 1-3 years of sales experience in the insurance industry. Must be qualified to provide financial advice either under supervision or independently.

Duties and Responsibilities

• Engage with prospective clients via telephone and digital platforms to assist with their financial wellness.
• Participate in campaigns to upsell products to existing clients.
• Conduct financial needs analyses to create personalized financial plans that align with clients' financial goals.
• Educate clients on the features and benefits of risk products based on their individual needs.
• Analyze clients' financial statuses, including income, expenses, and liabilities, in relation to their life aspirations.
• Identify and recommend financial opportunities, such as insurance plans and investment solutions, tailored to client needs.
• Develop structured financial plans and budgets that align with clients' financial objectives.
• Establish and maintain long-term client relationships, adjusting financial plans as their needs evolve.
• Accurately capture client information, sales data, and key actions on company systems.
• Ensure timely completion of administrative and reporting tasks.
• Meet set targets for production, quality, and conversion rates.
• Adhere to compliance and legislative requirements throughout the sales process.
• Provide financial advice aligned with the company's engagement strategy to enhance clients' financial wellness.
• Deliver services as per agreed-upon service level agreements with clients and stakeholders.
• Investigate and resolve client queries within the agreed timeframe, ensuring timely and effective feedback.
• Offer accurate and reliable after-sales services to clients and stakeholders.
• Build and maintain strong relationships with clients, internal teams, and external stakeholders.
• Recommend improvements to enhance client service and promote fair treatment of customers.
• Contribute to a culture of collaboration, innovation, and exceptional client service.
• Continuously develop professional expertise in industry trends, regulations, and financial planning practices.
• Participate in change initiatives and contribute to process improvements.
• Take ownership of personal career development.
• Identify opportunities to enhance cost efficiency and optimize operational processes.
• Manage company resources responsibly and provide input into risk management processes.

Key Competencies

• Strong problem-solving skills
• Ability to meet deadlines and manage multiple tasks effectively
• Adaptability to different buyer behaviors
• Commitment to upholding professional and ethical standards

Seniority level: Not Applicable

Employment type: Full-time

Job function: Marketing and Sales

Industries: Retail Life Insurance