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  • Posted: Feb 12, 2020
    Deadline: Not specified
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    PPS has more than 200 000 members who enjoy access to a comprehensive suite of financial and healthcare products that are specifically tailored to meet the needs of graduate professionals. PPS is the largest South African company of its kind that still embraces an ethos of mutuality, which means that it exists solely for the benefit of its members. Thus, ...
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    Broker Consultant / Life Specialist

    Job Purpose

    PPS Life Broker Services has an opportunity for a service driven professional with a strong need for financial independence to build our base of intermediaries. The role involves business development (sales) and relationship management within a base of Life Assurance Intermediaries that we are intending to grow. The LBS Life Specialist must work with and through others to build and maintain relationships. Working closely and accurately within established guidelines is essential in this role.The LBS Life Specialist must be aware of and responsive to the needs and concerns of customers.

    This is a sales targets driven role. Own reliable vehicle is essential

    Key Responsibilities

    • To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and other relevant supporting information.
    • Constant communication and feedback to advisers relating to all aspects of intermediaries operations.
    • To plan, organise and control liaisons with intermediaries, their managers
    • To ensure continuous improvement of service standards to clients.
    • To ensure alignment to Treating Customers Fairly (TCF), in all business practices
    • Training and accrediting of PPS Intermediaries on the PPS product
    • Presenting of the PPS products to potential members
    • Opening worksites in the professional market
    • Work in collaboration with other PPS business units in order to increase cross sell opportunities
    • Travelling out of time to service intermediaries in the outlying areas

    Formal Qualifications

    • Matric 
    • A three year bachelor’s degree or national diploma
    • A completed NQF 5 – Wealth Management or RFP 3 would be advantageous

    Experience

    • At least 2 years’ experience in the financial services or Life Assurance industry in a sales and/or service related role

    Knowledge

    • Intermediate knowledge of the Life Assurance or Financial Services Industry
    • Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.
    • Knowledge in the PPS range of products

    Method of Application

    Interested and qualified? Go to PPS on www.linkedin.com to apply

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