Financial Planner-2

Job Description

To liaise with clients and insurance companies to find the best deals for insurance cover and actively promote products to increase profitability.

• Contribute to cost efficiencies through responsible utilisation of work related resources.
• Achieve expected financial targets and uphold associated service levels.
• Deliver customer service through adherence to quality service standards.
• Build and maintain stakeholder relationships.
• Manage existing client base and grow existing portfolio through renewal processes.
• Contact existing client base and up-sell appropriate insurance products in order to achieve pre-agreed targets.
• Analyse competitor information gathered and ensure active monitoring of market trends and influencers to identify and implement retention opportunities.
• Interact with external customers to create awareness and anticipation of products.
• Collaborates across the Group to look for new initiatives to increase the appeal of the product mix. Aligns with partners and drives sales of a mix of products that will address customers range of requirements.
• Monitors own performance against set, individual financial targets.
• Manage and grow portfolio through proactive client contact and ensure client retention and satisfaction levels are maintained.
• Analyse client’s current product offerings and solutions to provide a holistic insurance offering to the client.
• Track, control and influence sales activities with the specific aim of achieving previously determined sales targets.
• Maximise cross sell opportunities through the identification of specialist advisory requirements.
• Convert leads into successful sales and achieve individual targets set to appropriate business area or sales plan.
• Identify opportunities to increase sales revenue and to grow the organisational client base while containing costs.
• Identify and correct sales process problems and escalate where necessary.
• Continuously improve sales processes.
• Maintain specialised knowledge on all FirstRand approved products, application procedure, fulfilment processes and timelines to drive and achieve relevant sales targets.
• Identify additional financial services requirements through all aspects of the client's balance sheet.
• Understand and market all financial services solutions within the Insurance.
• Brokerage offering.
• Drive retention of customers through active client engagement and identification of opportunities to ensure client activity.
• Implement, track and report on client campaigns and initiatives.
• Deliver service that exceeds customer expectations through proactive, innovative and appropriate solution selection and application.
• Participate in planned activities that are appropriate for own development.

Job Details

Application Closing Date

29/04/26