Job Description

Job Advert Summary

The 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 Requirements

Qualifications:



Relevant commercial/financial tertiary qualification (NQF 6) RE5 Commercial insurance related qualification advantageous Post Graduate Diploma in Financial Planning or studying towards this qualification will be advantageous. CFP advantageous Completion of supervisory process



Experience:



2 years financial services experience 2 years' experience in the Financial Services industry in a Sales role within the risk and investment spaces Previous experience in client services or call centre environment advantageous Experience and track record in high-performance sales environments. Good understanding of SLA in a contact centre space

Duties and Responsibilities

Providing suitable advice to best fit the needs and requirements of professionals virtually

Advising and implement financial solutions & products virtually and digitally that meet Member's needs.

Engaging clients both on an outcome and an inbound call/digital environment

Maximise each engagement received by attempting to onboard the client to both membership with PPS and a product holder of PPS

Achievement of sales targets and objectives

Prospecting for own clients

Achievement of annual review objectives


Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools virtually

Meeting clients virtually to understand their financial objectives

Virtually Explaining complex information relating to Financial Advisory in a clear and effortless way

Managing, maintaining and building new and existing client relationships virtually

Adhering to compliance, operational procedures and practice management standards to minimize business risk

Staying abreast of product information, performance and industry changes

Adapt and change to fit in with changing business operational requirements




Building a professional network and suitable business within the professional market in a virtual environment