Financial Planning and Analysis

• Acquire, advise, and service clients by identifying financial needs and providing appropriate insurance and investment solutions
• Carry out standard customer service activities and handle simple customer inquiries
• Assess compliance with established standards and protocols for routine inquiries
• Receive visitors and assist with information requests, referring complex matters to colleagues
• Maintain accurate customer details in CRM systems and record follow-up actions and sales-call activities
• Interview customers using a multilevel sales script to clarify requirements
• Contact allocated potential customers by telephone or in person to develop relationships
• Provide a first point of contact for resolving customer queries and complaints
• Support routine business development tasks
• Identify potential customers through information, referrals, and recommendations
• Select and input appropriate data into spreadsheets or standard formats
• Participate in and contribute to internal and external networks
• Provide advice in line with the customer value proposition and compliance framework
• Develop, track, and review business plans
• Sell the company’s specific range of products

Financial Planning and Analysis jobs in Malawi

Financial Advisor