Offer summary

Qualifications:

3-5 years of experience in financial services, Industry-related qualification and registered as a representative of a related FSP, Knowledge of FAIS legislature requirements including RE1 and RE5, Proficiency in Workpool and Google Docs..

Key responsabilities:

Develop and maintain relationships with clients while generating new business through referrals and cross-selling.

Conduct financial needs analyses for new clients and prepare proposals for potential clients.

Manage client portfolios, including policy activations, amendments, and claims, while performing annual reviews.

Achieve sales targets and adhere to compliance and operational procedures.

Job description

This is a remote position.

Company Description:

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:

Develop new business and maintain existing business
Build relationships with clients
Retain existing clients and generate business from them by reviewing existing portfolios
Meet with new clients to perform a full financial needs analysis, or specific needs, whichever is required, uncovering areas of need to generate new business
Generate new business by referrals and “cross-selling” for the different entities within the organisation, i.e. Trust, Wills, Tax and Accounting, Short-term insurance and Health

Oversee and manage quotations, policy activations, amendments and claims

Prepare and present proposals to potential clients

Closing of leads

Perform annual review/renewal for all existing clients

Attend to client requests in a timeous manner

Develop and maintain relationships with key account clients

Develop and maintain excellent relationships with the markets/product providers

Manage and maintain new and existing clients relationships through a client SLA

Understand and remain current on changes in client’s situations/needs (short and long term financial objectives, risk tolerance)
Inform clients of changes to their portfolio and/or market trends that may affect the client’s financial objectives

Travel within South Africa and neighbouring countries when required

Develop individual business plan

Achieve sales targets by acquiring profitable new business

Monthly business reporting

Adhere to compliance, operational procedures and practice management standards

Responsible for maintaining and improving knowledge of various products as well as staying abreast of industry and regulatory changes

Responsible for adherence with continuous professional development requirements in line with qualification