Description:
Job Title: Digital Portfolio Planner
Position Overview: An exciting opportunity has arisen for a Digital Portfolio Planner to join a dynamic and innovative team within a leading organization in the financial services industry. This role is designed for a driven individual with a strong background in financial planning and client relationship management. The successful candidate will engage with prospective clients through digital and telephonic platforms, providing personalized financial advice and strategies that align with their unique financial wellness needs.
Key Responsibilities:
Client Engagement & Financial Planning:
Engage with prospective clients via digital and telephonic channels to understand their financial wellness needs. Conduct detailed financial needs analysis to create customized financial plans that help clients achieve their financial goals. Present and advise on a range of financial products, including insurance and investment plans, based on individual client needs. Build and maintain strong, ongoing relationships with clients to adapt financial plans to their evolving needs over time.Sales & Performance Management:
Meet and exceed sales targets related to production, quality, and conversion. Participate in campaigns aimed at up-selling services to the existing client base. Accurately capture client information and sales actions on the relevant systems. Provide timely and accurate reporting and administrative tasks in line with internal guidelines.Compliance & Regulatory Adherence:
Ensure that all financial advice and sales activities are compliant with legislative requirements and organizational policies. Adhere to service level agreements with both internal and external
25 Feb 2025;
from:
gumtree.co.za