Short-Term Financial Advisor

Cape Town, South Africa | Posted on 03/06/2024
We are seeking a dynamic and results-driven Short-Term Advisor to join our team. The Short-Term Advisor will be responsible for managing and expanding our client base in a sustainable, profitable, and ethical manner.
Duties and Responsibilities:The role of Short-Term Advisor is divided into Categories of Responsibility:
Client Liaisons and Advisory Responsibilities:Provide risk management and short-term insurance advice to a selected portfolio of existing clients.Prospect new clients to grow the insurance portfolio and achieve contracted targets.Provide appropriate short-term insurance and risk management advice through a client SLA.Enhance the clients' experience of Origin, focusing on client retention.Liaise with the appointed Line Manager regarding projects, goals, retention, and maintenance of clients to drive income generation and portfolio growth.Generate new business by referrals and "cross-selling" for different entities within the Origin group.Manage and maintain the selected client portfolio, assisting in claims, renewal of policies, and general client queries within reasonable timelines.Oversee and manage quotations, policy activations, and amendments.Internal Company and Administrative Responsibilities:Follow company policies and procedures regarding strategic marketing drives and internal marketing strategies.Observe and adhere to company policies, procedures, and workflow processes in operational matters.Support the company "house view" model.Aid administrative and claims teams when required to provide exceptional service to clients.Liaise with Line Manager regarding training programs related to product-specific training and compliance with regulatory requirements.Reporting and Feedback Responsibilities:Report to Line Manager on goal management, renewals, marketing projects, and strategic marketing drives.Attend and participate in Advisor Meetings as determined.RequirementsQualification: Registered as Representative of related FSP.FAIS legislature requirements, including RE1 and RE5.Responsible for meeting CPD requirements.Continue to meet all Fit and Proper requirements as per the latest legislation.Work Environment:
Committed to you culture.Fast-paced work environment.Employee-centric practices.
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