Job Advert SummaryThe 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 sourcing, retaining and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client's needs. The Virtual Financial Advisor serves as a point of contact (Teams, Zoom, phone, email, SMS) 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. Adhere to PPS Best Practice and compliance standards.Minimum RequirementsQualifications:Relevant commercial/financial tertiary qualification (NQF 6)RE5Commercial insurance related qualification advantageousPost Graduate Diploma in Financial Planning or studying towards this qualification will be advantageous.CFP advantageousCompletion of supervisory processExperience:2 years financial services experience2 years' experience in the Financial Services industry in a Sales role within the risk and investment spacesPrevious experience in client services or call centre environment advantageousExperience and track record in high-performance sales environments.Good understanding of SLA in a contact centre spaceDuties and ResponsibilitiesProviding suitable advice to best fit the needs and requirements of professionals virtuallyAdvising and implementing financial solutions & products virtually and digitally that meet Member's needs.Engaging clients both on an outcome and an inbound call/digital environmentMaximizing each engagement received by attempting to onboard the client to both membership with PPS and a product holder of PPSAchievement of sales targets and objectivesProspecting for own clientsAchievement of annual review objectivesPreparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools virtuallyMeeting clients virtually to understand their financial objectivesExplaining complex information relating to Financial Advisory in a clear and effortless wayManaging, maintaining and building new and existing client relationships virtuallyAdhering to compliance, operational procedures and practice management standards to minimize business riskStaying abreast of product information, performance and industry changesAdapting and changing to fit in with changing business operational requirementsBuilding a professional network and suitable business within the professional market in a virtual environment
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