Job Description

Wealth managers needed Insurance company (Employee Benefits), one of South Africas leading advisory practices, has several vacancies for wealth managers. As a consequence of the counselling requirements of Section 36 of the Pension Funds Act, The Company is required to provide financial advice to numerous members on an ongoing basis. This position is open to Johannesburg, Cape Town and Durban applicants.

Key responsibilities

The sales support role will require you to perform following a range of duties to be performed within an agreed service level and quality standard, as advised from time to time which will include, but not be limited to:

• Client engagements relating to queries.
• Client engagements relating to pro-active calls in respect of Client Reviews that have been sent. Client engagements including reactive client requirements and pro-active campaigns.
• Adherence to house-view protocols (peer reviews).
• The preparation of records of advice relating to new business and advisory transactions.
• Gathering and uploading client data on Companys bespoke financial planning software, TrueNorth. Creating transactional tasks from advice processes
• Collaboration with other Companys staff in respect of collective communications and engagements with clients, such as webinars, quarterly reports, annual reviews, and event management.
• Supporting Companys sales staff in delivering an outstanding client experience
• Adherence to FAIS, FICA and all other relevant legislation is, of course obligatory.

Communication requirements

• The Company conducts business primarily in English and an advanced understanding and use of English in all forms of communication is essential.
• Native or bilingual proficiency in Afrikaans is an advantage.
• Liaison with all internal support departments within the designated Companys internal processes to ensure service delivery.
• Most sales opportunities will be created in the first instance through telephone dialogue. An appropriate telephone manner is therefore a pre-requisite.

Activity management

• Complete, validate and sign-off on daily tasks within Companys in-house Workflow system.
• Monitor activity progress.
• Management escalation.

Personal attributes

• Customer and results focussed.
• Sales and service.
• Deadline adherence.
• Self-starter with a high level of energy.
• Time management.
• Professional at all levels.
• Ability to investigate, analyse, reconcile and solve problems.
• Ability to cope well under pressure.
• Well groomed, professional presentation.
• Uncompromising commitment to the client.
• Honesty and integrity.

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