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Responsible for selling non-COID solutions to the top 50 class clients while building and maintaining relationships with them.
Key Performance Areas:
Manage business intelligence and business generated leads in a professional and timely manner.Customer Service and Relationship ManagementLead analysis initiatives and service improvement reviews across all clients.Build strong relationships with clients from initial call strategy gaining their trust and respect.Attend prospect premises to undertake surveys and progress sale.Prepare periodic sales pipeline reports showing sales volume and potential salesRevenue generation through selling of non-COID and other products to mining and metal clients.Follow up on sales opportunities for clientsMitigate controllable Risks through Quality, due diligence, and disclosures.
Qualifications and Experience:
NQF 6 National Diploma in an FSB recognized qualificationCertified Financial Planner is AdvantageousRE5 (Representatives) non-negotiable and RE1 (Key Individual) advantageousFAIS accreditedAt least 5 years proven sales experience at senior levelAbility to interact at a C suite levelKnowledge of business policies, processes and procedures, legal complianceHighly developed, demonstrated Sales SkillsProven track record of sales experience in a Business-to-Business employee benefit product environmentAppropriate experience in a customer facing environmentExperienced in identifying potential client’s teams about potential marketsAppropriate experience in a customer facing environmentExperienced in identifying potential client’s teams about potential marketsDemonstrated ability to increase productivity and continuously improve methods, approaches, and departmental contributionDemonstrated effectiveness in holding conversations with customers, customer evangelism, and customer-focused product development and outreachDemonstrated ability to see the big picture and provide useful advice and inputCompetitive in their approach to businessExperienced in identifying potential client’s teams about potential markets, desirable product features, go-to-market best practices, and measuring the success of outreach and product salesComfortable and able to act with authorityTakes full accountability for performance and developmentCommitment to continuous learning.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS81NzAwOTQ3MTk/c291cmNlPWd1bXRyZWU=&jid=1305106&xid=570094719
3d
We ar looking for a meticulous and detail-oriented assistant to join our dynamic team! As an Adminstrative Assistant in our practice, you'll play a crucial role in supporting our financial planners in delivering exceptional service to our clients. Your responsibilities will include conducting research, analyzing financial data, preparing reports, and assisting with client meetings.We're seeking someone with a passion for financial planning and a strong analytical mindset. If you have excellent communication skills, a keen eye for accuracy, and the ability to thrive in a fast-paced environment, we want to hear from you! Previous experience in financial services or a related field is preferred but not required.Join us in making a meaningful difference in our clients' financial futures. Apply now to be part of a supportive team where your talents are valued and opportunities for growth abound.Send your CV to - Info@sthc.co.za
4d
· Minimum of 5 years working experience in the financial services industry
is required·
Relevant further studies i.e. degree or part degree · This
individual takes responsibility for overseeing the administrative, operations
and client services sport to the Financial Planner and is the liaison person
between the practice and the regional office / head office.·
Implementation of the client services experience·
Take full responsibility for the implementation of administrative
processes and controls in the Financial Planners practice(s) (including all
transactions, queries, reporting etc.).
Liaison
between Financial Planner and product providers (PPs).·
Be equipped to follow the formal complaint resolution process.· Adhere to the culture and principles of Treating Customer Fairly·
Collation of all clients related information (data discovery and fact
find) and preparation of documentation for engagement between Financial Planner
and the client.· New Business/ New product –
advisor appointment, advisor details, info sheet, confirmation letter, Letter
of Engagement, service agreement, AAN doc, Astute consent & Report, quote,
application for, CAR client advice record,· ·
Computer skills: Microsoft Office (Excel, Word, Outlook essential);
SharePoint·
Experience with XPlan will be an advantage·
Good verbal and written communications skills·
High energy individual who is customer centric and relationship
orientated·
Methodical, accurate and have meticulous attention to detail.·
Initiative-taking work ethic.·
Organizational skills, ability to prioritize, plan and manage projects.·
Ability to collaborate with others. ·
Critical thinking: ability to strategize, research and interpret.·
Problem solving ability to apply creative skills in evaluating problems
and identifying best solutions while being flexible to accommodate the changing
needs of the clients.·
Teamwork: be a reliable and productive member of the team. ·
Professional presence: as a representative of the organization, a
professional image and professional conduct are always expected and required. ·
Time management: ability to manage time and tasks to ensure deadlines
are met.·
Assertiveness, proactive & resourceful·
Resilient under pressure·
Ability to multi-task
·
Maintain absolute confidentiality
REQUIREMENTS Matric, preferably part degree/diploma 3 to 5 years+ experience as a senior administrator.Product and process knowledge (FICA, FAIS, Investments
& Risk)Good Client & Communication skills Passionate about People, Investments and Digital
Media PACKAGES ·
Microsoft office ·
X Plan Remuneration
and Working conditions negotiable
19d
1
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Para PlannerThis is a fast paced environment where you WILL learn and grow. (Wealth Management- International Company) You do however need to have already done para planning for at least 3 years to qualify.Corporate and professional is the environment you will find yourself in. We are looking for a consummate professional, who can self manage and who is a good team player and a resourceful person. You will have good work ethic. You will research and analyse products to present recommendations to clients.Qualifications and Experience:Grade 12Wealth Management - Min 120 credits3 years para planning experience - essentialUnderstand financial planning processHigh level of technical knowledgeFully computer literateanalyticalTime managementAchievement orientatedAble to handle stress wellFNA (Financial Needs Analysis)Have worked with a Client Advise RecordHave work with Risk and Investment policiesCTC is market relatedOnly SA to applyIf you do not hear back in 4 days you have not been selected for shortlistingResponsibility:Recording of client meeting minutes and deliverablesPreparation of financial plans and needs analysis according to internal processesCommunicate with relevant product providers to request required informationComplete client on boarding formCompleting FICA verification processUploading and submission of documents on internal platformManage and execute on various client projectsImplementing transactions for new and existing clients by interacting with the wealth manager and administratorEnsure clients are updated on events and transactionsMaintaining good record keepingDrafting and sending correspondence to clients and external providers Ensuring that client files and transactions are fully compliantResolving ad hoc client queriesJob Reference #: Para Planner Consultant Name: Carol Ann Farrelly
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzM1NTA5X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1131457&xid=1266_35509
2y
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