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 tied agency role of own lead generation.
We have a competitive risk commission structure with a range of 55% to 100% commission split. An Advisor's performance determines mobility up these risk commission splits. It is a commission only position from month 13.
We provide work tools (laptop with headset and 3G card).
The position has an option of remote work ony if at the Helderberg and Overberg regions.
Minimum Requirements
Formal Qualifications:
Matric (Grade 12)
Relevant commercial/legal/industry specific NQF level 6 tertiary qualification is preferable
FAIS recognised NQF level L7 and above qualification is highly advantageous
RE 5 completed
Successful completion of supervisory process
FAIS fit and proper
Postgraduate Diploma in Financial Planning advantageous
CFP advantageous
Experience and Knowledge:
3 years' experience in the Financial Services industry in a Sales role within the risk and investment spaces
2 years' Financial Planning experience
Knowledge and understanding of the dynamics of the professional client market
Experience and track record in high-performance sales environments
Knowledge of best practice in Financial Planning and Financial Advisory Services
Knowledge and understanding of financial planning through meaningful client engagements
Experience in own lead generation and prospecting for clients
Computer Literacy:
Proficient in MS Office
Experience using a CRM system preferable
Experience using financial planning software
Interpersonal and Intrapersonal Skills:
Strong sales, interpersonal and business-orientated person with the acumen to build client relationships
A passion for the financial planning environment
Relationship management and networking skills
Able to plan and manage time effectively
Analytical and numerical skills with the ability to analyse and interpret statistical information
Impeccable work ethic
Able to work independently
Strong communication
High attention to detail
Team-orientated
Self-motivated and highly driven
Strong presentation skills
Resilience and tenacity
Emotional Intelligence
Duties and Responsibilities
Providing suitable advice to best fit the needs and requirements of professionals
Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools
Meeting clients to understand their financial objectives
Explaining complex information relating to Financial Advisory in a clear and effortless way
Managing, maintaining and building new and existing client relationships
Growing a client book within the first 24 months and consistently thereafter
Adhering to compliance, operational procedures and practice management standards
Staying abreast of product information, performance and industry changes
Building a professional network and sustainable business within the professional market
The psiition is open only to South African citizens
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 account statements or recent proof of payments if record is adverse
The individual must be FAIS fit, proper and long term insurance accredited
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.
Beware of fraud agents! do not pay money to get a job
MNCJobs.co.za will not be responsible for any payment made to a third-party. All Terms of Use are applicable.