Job Advert Summary
The key purpose of this role is to provide professional financial services to a client or a member virtually. The successful candidate will be responsible for servicing, sourcing, retaining and growing a membership and client base of eligible professionals by implementing PPS financial solutions in line with the client's needs. The Virtual Wealth Manager serves as a point contact (phone, email, SMS, WhatsApp, Skype, Ms Teams, web chat) for the clients. The incumbent must be digitally astute and should ensure that client journey mapping is aligned to the needs of clients and members.
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The member base forms part of the Wealth Advisory channel and will be served, maintained and assisted with new and additional needs by the Virtual Wealth Manager.
Minimum Requirements
Formal Qualifications
- BCom with relevance or Post-Graduate Diploma in Financial Planning or studying towards this qualification will be advantageous
- RE5
- Commercial insurance related qualification advantageous
- CFP advantageous
Knowledge
- Knowledge of financial markets and solutions
- Knowledge of Financial institutions
- Client care and practice management
- Product and technical knowledge
- FAIS and FICA.
Experience
- 2 years’ Financial Services experience
- 2 years' experience in the Financial Services industry in a Sales and Service role within the Long-term insurance and/or Investments spaces
- Previous experience in client services or call centre environment advantageous
- Experience and track record in high-performance Member experience, sales and service environments
- Good understanding of SLA in a contact centre space
- In using Digital Financial Planning tools (Avalon, X-plan, Asset Map)
- In Using Video conferencing tools (MS teams, Skype for business, WhatsApp)
- Microsoft CRM Dynamics
Computer Literacy
- MS Office package, particularly Internet, Outlook, Excel and Microsoft CRM Dynamics
- Exposure to tools such as Digital Signature software, Video software, Support software, Snipping tools
Core Competencies
- Able to adapt quickly to changing requirements or environments
- Good communicator - must be comfortable speaking on the phone and in video demonstrations
- Effectively and concise communication with clients.
- Able to understand and warmup clients through technology and innovation.
- Ability to work under pressure
- Sound attention to detail / accuracy
- Ability to build and maintain relationships
- Excellent written and verbal communication skills
- Ability to work in a fast-paced, high-pressure environment
- Multi-tasking and time-management skills, with the ability to prioritize tasks
- Highly organized and detail oriented
- Professionalism
Duties and Responsibilities
Key Responsibilities
1. Manage inbound and outbound calls, online and Virtual queries and requests from customers seeking advice on their Insurance needs
2. Ability to fulfil service and sales requirements via virtual platforms (Calls, Video Calls) - manage, review and approve all clients' activity
3. Educate and guide our clients regarding services and products offered
4. Provide suitable review and new solution advice to best fit the needs and requirements of professionals virtually
- Meeting the Review SLA needs of the member base
- Provide solutions and products over the telephone in a hybrid mode i.e. inbound & Outbound
- Maximise each inbound and outbound call received by attempting to upsell or cross sell
- Achievement of Review targets, sales targets and objectives
5. Prepare and present proposals to existing and potential clients using state-of-the-art financial planning tools virtually
6. Meet clients virtually to understand their financial objectives
7. Virtually explain complex information relating to Financial Advisory in a clear and effortless way
8. Manage, maintain and build new and existing client relationships virtually
9. Adhere to compliance, operational procedures and practice management standards to minimize business risk
10. Stay abreast of product information, performance and industry changes
- Adapt and change to fit in with changing business operational requirements
11. Build a professional network and suitable business within the professional market in a virtual environment
Preference will be given to Employment Equity candidates
The individual must have a valid driver’s license and their own reliable vehicle or access to one
The individual must have clear credit and criminal records - be willing to provide 24-months commission statements and SAPS clearance certificate or letters of payment arrangements and recent account statements if having an adverse record
The individual must be FAIS fit, proper and accredited
PPS has in place a COVID-19 Vaccination Policy. As a responsible employer, PPS encourages you to vaccinate and take the recommended vaccine boosters. The Company reserves the right to amend this stance, as and when required.
You acknowledge that any information supplied to PPS is provided voluntarily and therefore constitutes unconditional, specific and voluntary consent to the processing of such information by PPS. Your personal information will be processed for facilitating your application for employment with PPS as well as any statutory or regulatory compliance with which PPS must comply (where applicable) and for the legitimate interests of PPS and yourself, both during the recruitment process and thereafter. You may instruct PPS by written notice to cease the processing of your personal information at any time and, subject to the requirements of applicable South African law, request that PPS delete and/or de-identify such personal information.
