A leading Independent Financial Advisor (IFA) in the South African market, is known for offering customised solutions and advice tailored to the financial life cycle of each client.
Origin Group has a strong presence with a national footprint, working with partners and service providers within the financial services industry to provide clarity and order to clients' financial affairs.
RESPONSIBILITIES: Support - Client Liaisons and Advisory responsibilities : To provide assistance, support, and to learn regarding: Risk management and short term insurance advice to a selected portfolio of existing clients.
Prospect new clients to grow the insurance portfolio and to achieve contracted targets.
Short-term insurance and risk management advice through a client SLA.
To assist and support with, and follow the advice and instruction of the appointed Line Manager in respect of projects, goals, retention and maintenance of clients, in order to drive income-generation and to grow the portfolio.
Generating new business by referrals and "cross-selling" for the different entities within the Origin group, i.e.
Trust, Wills, Tax and Accounting and Life and Investment Managing and maintaining the selected client portfolio by managing client relations, assisting in claims, renewal of client's policies and general client-queries, within reasonable timelines Quotations, policy activations and amendments Internal company and administrative responsibilities : To provide assistance, support, and to learn regarding: Following company policies and procedures in respect of strategic marketing drives, marketing projects, internal marketing strategies, whilst observing the relevant customer segmentation model.
Observing and adhering to company policies, procedures and work-flow processes in respect of operational matters such as: Usage of company approved documentation Observing the Company Policy in respect of Advanced Customer Experience Observing and adhering to administrative guidelines and procedures in respect of administrative and claims functionality.
Observe and adhere to procedures and requirements of compliance.
Supporting the company "house view" model to aid administrative and claims teams when required in order to provide exceptional service to clients.
To liaise with the advisor in respect of engaging in training programs relating to product-specific training, class of business training and specific requirements in respect of CPD points as required and to take responsibility for complying with regulatory requirements.
Requirements Studying towards an accredited RE1 and RE5, and/or Industry related Qualification Must be able to develop into a fully qualified advisor within 12 to 18 months of completing the internship.
Drivers licence - Code B Basic computer skills Must be able to remain in a stationary position 90% of the time.
Be able to travel.
Must be willing to travel to clients when required Benefits A " Committed to you" culture Fast paced work environment Employee Centric practices Employee Recognition & Appreciation initiatives Competitive Company Benefit