Job Opportunities at PPS

Minimum Requirements

Formal Qualifications:

• A bachelor’s degree is essential and an Honours degree and PPS membership would be preferable.
• Certified Finance Planner would be advantageous.

Experience:

• At least 3-4 years Sales Management experience in sales and distribution within the Financial Services or similar environment.
• 3 to 5 years’ experience in Insurance product sales or advice .
• Proven track record in people management and leading a sales team.
• Proven track record in achieving sales targets.
• The establishment of a good network and collaborative relationships with the broker space to support the achievement of sales targets.

Knowledge:

• Knowledge and understanding of the dynamics of the graduate professional client market
• Knowledge of best practise in financial services.
• Knowledge and understanding of the financial drivers of a sales and distribution model with specific reference to sales capacity, production margin and acquisition costs and how these drives impact on the value of new business as a contributor to the success.
• Knowledge of life insurance products.
• Working knowledge of TCF and the need for consistency in advice and service delivery across the channel to mitigate against reputational ad miss-selling risk.

Interpersonal & Intrapersonal Skills:

• Strong commitment to results.
• Strong Sense of urgency for goal achievement.
• Ability to delegate authority.
• People/relationships focus.
• Persuasive “selling” style.
• Stimulating communicator.
• Cooperative, collaborative decision-making ability.
• Ability to inspire / motivate others, and engage their commitment.
• Ability to work in a fast-paced environment.
• Ability to run multiple projects simultaneously.

Duties and Responsibilities

Be responsible for the following, as well as to build, train and develop a team of quality Broker Consultants & Investment Specialists who will be expected to: 

• Identify, recruit, train and license Financial Advisers (advisers).
• Vest advisers in the professional marketplace.
• Agree on targets and service levels with advisers.
• Support and service advisers in their sales efforts by preparing quotes, Statements of Benefits and other relevant supporting information.
• Provide constant communication and feedback to advisers relating to all aspects of adviser operations.
• Identify, open and cultivate new sources of PPS members.
• Establish, build and maintain business relationships with Key Stakeholders and Office bearers at University.
• Establish and Maintain a high level of exposure, presence, communication and activity at University among all levels of Office bearers, and students.
• Arrange, co-ordinate and support all sales campaigns and activities by PPS at University.
• Monitor the flow of and resolve any problems relating to the successful submissions of application forms for PPS Benefits.
• Coordinate and facilitate presentations to PPS and prospective members.
• Plan, organize and control liaisons with advisers, their managers as well as university contacts.
• Growth of the team will be dependent on performance and sound business and financial reasoning.
• Grow new intermediary relationships in order to build PPS Membership.
• Take responsibility for growing investment gross flows, premium income and member numbers.
• Manage a budget and expenditure and logistics of a decentralized office