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Open nowFirst seen 3 days ago

Digital Portfolio Planner

Boardroom Appointments3,354 open roles

Where
Centurion, South Africa
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Your applicationOpen nowDigital Portfolio PlannerBoardroom Appointments · Centurion, South Africa

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Boardroom Appointments's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.1% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.1%7 days
  4. 19.1%14 days
  5. 35.6%30 days
  6. 52.7%60 days
This job: first seen 3 days ago

The posting

Digital Portfolio Planner

Requirements:

  • Matric required
  • FAIS and advice accredited (preferably RE5 and COB3)
  • Degree in Financial Planning, Business, Finance, or Economics (required)
  • Aspirations towards becoming a Certified Financial Planner (CFP)
  • 13 years' sales experience in the insurance industry
  • Must be qualified to provide advice under supervision or independently

Duties and Responsibilities:

  • Engage telephonically and digitally with prospective clients to manage their financial wellness
  • Participate in campaigns to up-sell to the existing client base
  • Conduct client financial needs analysis to create a customised financial plan to achieve clients' financial goals
  • Engage with clients to highlight the features and benefits of risk products based on their needs
  • Analyse clients financial statuses (e.g., income, expenses, and liabilities) according to their life aspirations
  • Examine and suggest financial opportunities (e.g., insurance plans, investments) aligned to clients' financial aspirations
  • Develop sound plans and budgets for clients based on their needs
  • Establish a continuous relationship with clients to provide a financial plan according to their changing needs
  • Accurately capture client information, relevant actions, and sales on the systems
  • Accurately complete all administrative and reporting requirements within agreed timeframes
  • Achieve set targets on production, quality, and conversion
  • Adhere to compliance requirements in the sales process in line with legislative requirements
  • Provide financial advice in line with the engagement strategy to enhance clients' financial wellness
  • Deliver on service level agreements made with clients and internal and external stakeholders to ensure client expectations are managed
  • Provide authoritative expertise and advice to clients and stakeholders
  • Investigate client queries within the agreed service level and ensure that clients receive timely feedback
  • Escalate client queries to the relevant department or stakeholders
  • Provide accurate information and advice to clients and stakeholders to ensure that clients receive appropriate after-sales services
  • Build and maintain relationships with clients and internal and external stakeholders
  • Make recommendations to improve client service and fair treatment of clients within the area of responsibility
  • Participate and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides exceptional client service
  • Develop and maintain productive and collaborative working relationships with peers and stakeholders
  • Positively influence and participate in change initiatives
  • Continuously develop own expertise in terms of professional, industry, and legislative knowledge
  • Contribute to continuous innovation through the development, sharing, and implementation of new ideas
  • Take ownership for driving career development
  • Identify opportunities to enhance cost-effectiveness and increase operational efficiency
  • Manage financial and other company resources under your control with due respect
  • Provide input into the risk identification processes and communicate recommendations in the appropriate forum
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One press. We do the rest.

  1. A CV for this posting

    Written against Boardroom Appointments's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Boardroom Appointments's form

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    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Boardroom Appointments's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

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  5. Reply with AI

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    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
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