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Non-Life Short Term Advisor

Employer
Origin Financial Group
Location
South Africa Bloemfontein, Kwazulu-Natal, South Africa ZA, South Africa
Salary
Competitive
Closing date
Oct 11, 2024
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Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
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:
Client Liaisons and -Advisory responsibilities
  • To provide risk management and short term insurance advice to a selected portfolio of existing clients.
  • To prospect new clients to grow the insurance portfolio and to achieve contracted targets.
  • To provide appropriate short-term insurance and risk management advice through a client SLA.
  • To provide exceptional service, enhancing the clients' experience of Origin, with a focus on client retention.
  • To liaise with, and follow the advice and instruction of the appointed Line Manager in respect of projects, goals, retention and maintenance of clients, in order to drive income-generation and to grow the portfolio.
  • Generate new business by referrals and “cross-selling” for the different entities within the Origin group,i.e. Trust, Wills, Tax and
  • Accounting and Life and Investment
  • To manage and maintain the selected client portfolio by managing client relations, assisting in claims, renewal of client's policies and general client-queries, within reasonable timelines.
  • Oversee and manage quotations, policy activations and amendments.

Internal company- and administrative responsibilities
  • To follow company policies and procedures in respect of strategic marketing drives, marketing projects, internal marketing strategies, whilst observing the relevant customer segmentation model.
  • To observe and adhere to company policies, procedures and work-flow processes in respect of operational matters such as: Usage of company approved documentation Observing the Company Policy in respect of Advanced Customer Experience
  • Observe and adhere to administrative guidelines and procedures in respect of administrative- and claims functionality.Observe and adhere to procedures and requirements of compliance.
  • Support the company “house view” model To aid administrative- and claims teams when required in order to provide exceptional service to clients.
  • To liaise with Line Manager in respect of engaging in training programs relating to product-specific training, class of business training and specific requirements in respect of CPD points as required and to take responsibility for complying with regulated requirements.

Reporting- and feedback responsibilities
  • To report to Line Manager on regular appointed times in respect of goal-management, renewals, marketing projects and strategic marketing drives.
  • To attend and participate in Advisor Meetings as determined from time to time.


Requirements
  • Knowledge on Workpool and Google Docs
  • Industry related Qualification
  • Registered as Representative of related FSP
    • FAIS legislature requirements, which include, but not limited to:
    • RE1 and RE5
  • Responsible for meeting the CPD requirements
  • Continue to meet all Fit and Proper requirements as per the latest legislation.
  • This role requires frequent business travel.


  • Benefits
    • Competitive remuneration packages with company benefits
    • A fast-paced work environment
    • Employee recognition initiatives

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