The key purpose of this role is to provide professional financial services to a client or a member.
The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client's needs.Scope of the Job:This is a commission-based role of holistic financial planning, advice, and sales in risk insurance (ideally 70% focus), savings and investments as well as wills, tax, and estate planning.
The ideal candidate is an experienced and target-driven financial planner, a graduate themselves familiar with servicing the degreed professional market holding 4-year or higher qualifications that is PPS' niche market.
It is a role of own lead generation.We have a competitive risk commission structure with a range of 55% to 110% commission split.Formal Qualifications:Matric (Grade 12)Relevant commercial/legal/industry-specific NQF level 6 tertiary qualification is preferableNQF level 7 and above qualification is highly advantageousRE 5 completedSuccessful completion of supervisory processFAIS fit and properPostgraduate Diploma in Financial Planning advantageousCFP advantageousExperience and Knowledge:2 years' experience in the Financial Services industry in a Sales role within the risk and investment spaces2 years' Financial Planning experienceKnowledge and understanding of the dynamics of the professional client marketExperience and track record in high-performance sales environmentsKnowledge of best practice in Financial Planning and Financial Advisory ServicesKnowledge and understanding of financial planning through meaningful client engagementsExperience prospecting for clientsComputer Literacy:Proficient in MS OfficeExperience using a CRM system preferableExperience using financial planning softwareInterpersonal and Intrapersonal Skills:Strong sales, interpersonal and business-oriented person with the acumen to build client relationshipsA passion for the financial planning environmentRelationship management and networking skillsAble to plan and manage time effectivelyAnalytical and numerical skills with the ability to analyze and interpret statistical informationImpeccable work ethicAble to work independentlyStrong communicationHigh attention to detailTeam-orientedSelf-motivated and highly drivenResilience and tenacityDuties and Responsibilities:Providing suitable advice to best fit the needs and requirements of professionalsPreparing and presenting proposals to existing and potential clients using state-of-the-art financial planning toolsMeeting clients to understand their financial objectivesExplaining complex information relating to Financial Advisory in a clear and effortless wayManaging, maintaining and building new and existing client relationshipsGrowing a client book within the first 24 months and consistently thereafterAdhering to compliance, operational procedures, and practice management standardsStaying abreast of product information, performance, and industry changesBuilding a professional network and sustainable business within the professional marketPreference 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 - provide 24-months commission statements and SAPS clearance certificate or letters of payment arrangements/recent proof of payments if adverse record.The individual must be FAIS fit, proper and accredited - obtained RE5 within 2 years of DOFA.
Obtained NQF5 industry-specific certification within 6 years of DOFA if no other FAIS recognised NQF6 or higher tertiary qualification.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.
#J-18808-Ljbffr