Jobs Career Advice Signup
X

Send this job to a friend

X

Did you notice an error or suspect this job is scam? Tell us.

  • Posted: Mar 12, 2020
    Deadline: Not specified
    • @gmail.com
    • @yahoo.com
    • @outlook.com
  • Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us

    ASI Financial Services ('ASI'?) is a Proudly South African, Independent, Financial services company, which is a Level 1 B-BBEE contributor. We are proud to be the largest and fastest growing, independent financial advisory firm on the continent - advising in over 20 African countries with over R13 billion in annual premium income, liabilities and ...
    Read more about this company

     

    Consulting Manager

    QUALIFICATIONS, COMPETENCY, AND EXPERIENCE

    • Matric, Fit & Proper compliant (NQF Level 5, Regulatory Exams), Financial Planning Higher Certificate (NQF 6) (preferred), Management Certificate/Diploma/Degree and continuous learning is expected
    • MS Office proficient and proficiency in English (second language proficiency preferable); driver’s licence
    • 5 year experience in Employees Benefits Consulting and 3-year experience in people management
    • Must have own transport
    • Must be flexible to travel

     

    OPERATIONS AND REGIONAL MANAGEMENT

    • Review the service strategies planned for each sale and distribution advisor in your region to ensure compliance with ASI’s standard strategic deliverables, client-specific value proposition, risk mitigation, integration and profitability
    • Ensure sales and revenue targets set are achieved
    • Provide the supervisor with the monthly operations report
    • Review the reports, meeting notes, presentations and projects of your respective advisors
    • Staff leave Management
    • Attend client and provider strategic meetings and influence the objective/outcome of the meeting.
    • Compile strategic reports, presentation, project plans and communication for clients and providers.
    • Technical consulting.
    • Resolve escalated queries, service complaints and disputes.
    • Monitor and manage capacity within your region, staff leave, travel arrangement and approve travel claims
    • Manage a team of Regional Advisors by communicating their roles and responsibilities, help them structure their workflow (i.e. weekly project plan) and monitor consultants that are performing under supervision (compliance) and update their portfolio of evidence.
    • Supervise and support the Advisors in carrying out their duties through weekly workflows and monthly/quarterly performance reviews and.
    • Identify areas where Advisors require support, training, and development.
    • Manage poor performance though appropriate disciplinary process and action.

     

    CLIENT RELATIONSHIP MANAGEMENT

    • Develop and maintain a strong relationship with key individuals within your region.
    • Conduct monthly CRM calls to all category 1 and two clients.
    • Conduct quarterly meetings with the senior management team within each advisor under your portfolio.
    • Monitor client satisfaction and ensure that the concerns identified are addressed soonest.
    • Respond to poor service ratings within 48 hours.

     

    PROJECT MANAGEMENT

    • There will be special projects allocated to you to oversee and manage. You will be required to design a project plan, present the plan to the team involved, delegate tasks and provide a progress reports to the team.

     

    CROSS SELLING

    • Identify cross-selling opportunities within your regions of clients and create a platform/opportunity for sales
    • Ensure you achieve revenue targets set

     

     PROFESSIONALISM

    • Ensure clear, effective and professional communication to clients.
    • Always adhere to high standards of quality and professionalism (punctuality, formal dress code, professional written and verbal communication etc.).
    • Comply with FAIS code of conduct Treat clients with dignity and respect.
    • Adhere to ASI’s ‘Style Guide’ protocol, ensure that all external communication is peer-reviewed before sending it.
    • Keep workstation neat, orderly and tidy and Live by the ASI core values.
    • Work collaboratively and efficiently with other team members and provide support where required;

    To apply, please forward your CV to [email protected]

    Method of Application

    Send your application to [email protected]

    Build your CV for free. Download in different templates.

  • Send your application

    View All Vacancies at ASI Financial Services Back To Home

Subscribe to Job Alert

 

Join our happy subscribers

 
 
Send your application through

GmailGmail YahoomailYahoomail