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 preferable
- NQF level 7 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:
- 2 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 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-oriented 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 analyze and interpret statistical information
- Impeccable work ethic
- Able to work independently
- Strong communication
- High attention to detail
- Team-oriented
- Self-motivated and highly driven
- Resilience and tenacity
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
Preference 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.
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