Short-term Financial Advisor

Job description:

We are seeking a dynamic and resultsdriven ShortTerm Advisor to join our team. The ShortTerm Advisor will be responsible for managing and expanding our client base in a sustainable and profitable and ethical manner.

Duties and Responsibilities:

The role of ShortTerm Advisor is divided into Categories of Responsibility:

1. Client liaisons and advisory responsibilities
   

2. Internal company and administrative responsibilities
   

3. Reporting and feedback 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 shortterm 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 incomegeneration and to grow the portfolio.
  

• Generate new business by referrals and crossselling 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 clientqueries 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 workflow processes in respect of operational matter such as:
  

• Usage of company approved documentation
  

• Observing the Company Policy in respect of Advance 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 productspecific training class of business training and specific requirements in respect of CPD points as required and to take responsibility of complying with regulatory requirements
  

Reporting and feedback responsibilities

• To report to Line Manager on regular appointed times in respect of goalmanagement renewals marketing projects and strategic marketing drives.
  

• To attend and participate in Advisor Meetings as determined from time to time.
  

• Line Management and Reporting
  

• Advisor to report to the Line Manager (Executive Advisor) as appointed.
  

• Advisor forms an integral part of the Advisory Team.
  

• Advisor contribution at Advisor Meeting.
  

Requirements

Qualification:

Registered as Representative of related FSP.

FAIS legislature requirement which include but not limited to:

• RE1 and RE5
  

• Responsible to meet the CPD requirements
  

• Continue to meet all Fit and Proper requirements as per the latest legislation
  

Benefits