Responsibilities- Achieve gross production target as indicated in scorecard.- Achieve previously determined sales targets across the business by identifying opportunities to advise on the clients approved investment and risk products.- Be an ambassador for the company as a financial service provider encompassing our internal values and ethical standards.- Maintain expert knowledge on all the clients approved products, application procedure, processing and timelines in order to drive and achieve relevant sales targets.- Ensure that the quality of advice remains high and consistent and in line wit the company's investment philosophy and product approved matrix.- Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.- Develop networks and build alliances to build and strengthen internal support bases.- Engage in cross-functional activities.- Collaborate across boundaries and finds common ground with a widening range of stakeholders.- Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.- Inform and educate customers on products and services to ensure retention of existing customers; increase sales revenue and increase the organisation's customer base.- Liaise and interact with clients and or customers via approved communication channels in a positive and helpful manner.- Advise on and provide support to ensure the effective resolution of customer queries in order to ensure customer satisfaction and retention.- Analyse financial information obtained from clients to develop a financial plan or proposal using the correct tools.- Formulate proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.- Investigate available investment opportunities to determine compatibility with client financial plans.- Review clients' financial plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.- Monitor financial market trends to ensure that client plans are responsive.- Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data.- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.- Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities.- Take all necessary actions to ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability.- Maintain expert knowledge on relevant legislative amendments, industry best practices and the company's internal compliance procedures and requirements.- Ensure compliance is adopted in terms of systems and procedures as laid out by the company.- Implement and provide input into the development of governance and compliance procedures and processes within area of specialization and identify risks.- Ensure optimal usage and protection of business assets.Additional Requirements- In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.Qualifications and Experience- Minimum Qualification: Relevant Degree in Investment or Economics. Certified Financial Planner.- Experience: 3 to 5 years' experience in a similar environment, of which 1 to 2 years ideally at junior (entry level) management level. Industry related Sales or Advisory experience with high income clients preferred- Person must not be an unrehabilitated insolvent
