Job Advert Summary
Purpose of the Job:
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 financial solutioning, advice and sales in risk insurance (ideally 70% focus), savings and investments as well as wills, tax and estate planning. We are looking for experienced financial advisers who are familiar with servicing post-graduate degreed professionals that are PPS' niche market - those holding 4-year or higher qualifications. This is a role of own lead generation. We offer a competitive risk commission structure with splits ranging from 55% to 110%, implying plenty of opportunity for performance-linked mobility.
Minimum Requirements
Formal Qualifications:
- Matric (Grade 12)
- Relevant commercial/legal/industry specific NQF L6 tertiary qualification is the preferable minimum
- NQF L7 and higher 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' experience in Financial Planning
- 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
Computer Literacy:
- Proficient in MS Office
- Experience using a CRM system
- 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
Key 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
This is a fully remote tied agent role pending a provincial office-base.
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 the record is minorly adverse.
The individual must be FAIS fit, proper and accredited - obtained RE5 within 2 years of DOFA and obtained NQF5 industry specific certification within 6 years of DOFA if not holding other FAIS recognised NQF6 or higher tertiary qualification.
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