Current Jobs at PPS

Job Advert Summary    

• Reporting to the Area Business Manager, the Broker Consultant role will be responsible for business development and relationship management within a base of Life Assurance Intermediaries with the intention to grow this base.  
• Responsible to work with and through others to build and maintain relationships. 

Minimum Requirements    
Formal Qualifications

• Matric 
• A three years national diploma/NQF 5 related qualification
• CFP/LLB/Marketing degree would be advantageous

Experience 

• At least 5 years’ experience in the financial services or Life Assurance industry in a sales role with a proven track record.

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.
• MS Office package, particularly Internet, Outlook and Excel.

Duties and Responsibilities    

• Recruit a panel of brokers that will support Gemini risk business
• Train/accredit and vest the panel on Gemini and PPS products and systems
• Do market research and implement business plans
• Be the product specialists and assist to train PPS staff on Gemini products and processes
• Do worksite presentations
• Do student/ Lecturer presentations on Technicon and University campuses
• Co-manage a portfolio of PPS Internal Intermediaries until vested
• Recruit new Gemini focussed agents
• Work closely with subsidiaries (PPSI and STI) to generate leads
• To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and all other relevant supporting information
• Constant communication and feedback to advisers relating to all aspects of the intermediaries’ operations
• To plan, organise and control liaisons with intermediaries and their managers
• To ensure continuous improvement of service standards to clients
• To ensure alignment to treating customers fairly (TCF) in all business practices.

Interpersonal and Intrapersonal Skills

• Sales negotiation skills
• Strong communication skills                              
• Customer Focused
• Resilient
• Results Driven
• Relationship building skills
• Presentation skills
• Time management skills

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Job Advert Summary    

• An Executive Personal Assistant will be required to provide an efficient and accurate executive administrative support service to the PPSHA CEO and the Executive Team for the smooth operation of the business.
• The role of an Assistant involves a great deal of multitasking. You will work with teams, groups, management, and Executives. Engage in planning functions, flight, accommodation, agendas, communication, PowerPoint, according to the needs. Much of the work involves oral and written communication, word processing and dealing with email and telephone inquiries. A successful P.A. is critical to the efficiency of an organization and we are looking for an individual who can become an integral part of our business and culture.

Minimum Requirements    
Education:

• Grade 12 essential
• Personal Assistant Qualification

Experience

• Medical Scheme administration experience
• MS Office
• Industry/legislation and regulations
• Council circulars
• Product knowledge
• PPSA processes
• Policies and Procedures
• ISO Principles

Knowledge and Skills (maximum of 10):

• Outstanding organisational and time management skills
• Ability to demonstrate knowledge of a broad range of stakeholder relations activities.
• Organisational and planning skills
• Drive for results
• Ability to multitask and prioritize daily workload
• Ability to use initiative and self-starter.
• Analytical thinker
• Excellent verbal and written communications skills
• Excellent interpersonal skills including the ability to influence across the organisation and externally.
• Discretion and confidentiality

Competencies (maximum of 8):

• Accurate
• Ability to meet deadlines
• Empathetic
• Diplomatic
• First time right
• Team player
• Respect
• Willing to go the extra mile/ do the extraordinary
• Ownership
• Honesty
• Willing to learn
• Enthusiasm
• Customer orientated
• Approachable
• Business orientated
• Creative
• Attention to detail
• Flexible
• Passion for customer service
• Motivational
• Goal orientated
• Committed to customer satisfaction
• Driven, high energy & results orientation
• Disciplined, self-confidence, assertiveness & excellent interpersonal skills

Duties and Responsibilities    

• Acting as a first point of contact: dealing with correspondence and phone calls.
• Managing diaries and organising meetings and appointments, often controlling access to the manager/executive.
• Booking and arranging travel, transport and accommodation
• Organising events and conferences.
• Reminding the manager/executive of important tasks and deadlines
• Typing, compiling and preparing reports, presentations and correspondence
• Managing databases and filing systems.
• Implementing and maintaining procedures/administrative systems
• Liaising with staff, suppliers and clients.
• Collating and filing expenses.
• Miscellaneous tasks to support their manager, which will vary according to the sector and to the manager’s remit, e.g. completing some corporate governance reporting (to ensure that the business is being run properly and complying with legislation and regulations) or conducting research.
• Take dictation and minutes.
• Source office supplies.
• Produce reports, presentations and briefs.
• Replying to emails, faxes and post.
• Assisting with projects their manager might be working on by researching or writing reports.
• Behave in alignment with PPSHA values.

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Job Advert Summary    

• PPS External Distribution 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 and relationship management within a base of Life Assurance Intermediaries that we are intending to grow. The Broker Consultant must work with and through others to build and maintain relationships. Working closely and accurately within established guidelines is essential in this role.  The Broker Consultant must be aware of and responsive to the needs and concerns of customers. 
• Reporting to the Area Manager, the Broker Consultant role involves business development and relationship management within a base of Life Assurance Intermediaries with the intention to grow this base.  

Minimum Requirements    
Qualification:

• Matric. 
• A three year or higher 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.

Interpersonal and Intrapersonal Skills:

• Relating to Customers.        
• Communicating in writing.        
• Communicating Orally.         
• Quality Orientated.                        
• Reliable.                
• Customer Focused.
• Resilient.
• Results Driven.

Duties and 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.

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Job Advert Summary    

• Reporting to the Corporate Social Investment & Stakeholder Engagement Manager, the Junior CSI Coordinator supports the implementation and management of PPS' CSI initiatives, focusing on areas like education, community upliftment, and healthcare. This role often involves project coordination, stakeholder engagement, and administrative tasks, contributing to the overall success of the company's social responsibility programs. 

Minimum Requirements    
Education:

• BCom degree or equivalent tertiary qualification

Experience:

• 1+ years’ experience in corporate social investment/community impact 

Knowledge and Skills:

• Attention to detail and high level of accuracy
• Analytical and problem-solving ability
• Ability to work independently
• Excellent verbal and written communication skills
• Proactive and able to use initiative
• Able to work in a team environment
• Deadline oriented
• MS Office – Outlook, Excel and Word

Duties and Responsibilities    
Project Coordination

• Assisting in the planning, execution, and monitoring of CSI projects, ensuring they align with organisational goals and budgets

Stakeholder Engagement

• Building and maintaining relationships with various stakeholders, including non-profit organisations, community partners, and internal teams

Administrative Support

• Providing general administrative support, such as scheduling meetings, managing correspondence, and maintaining project documentation

Data Management and Reporting

• Tracking project progress, collecting data, and assisting with the preparation of reports on CSI initiatives

Event Management

• Supporting the coordination of events related to CSI projects, including logistics, communication, and on-site support

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Job Advert Summary    

• Reporting to the Operational Finance Manager: glu, the successful incumbent will be responsible for ensuring the completion of monthly accounts, CFO reports, and ensuring that commissions are correctly calculated and paid on time. 

Minimum Requirements    
Education:

• BCom Honours in Accounting or equivalent

Experience:

• Articles experience (preferred) 
• 3–5 years of experience in a commercial finance environment (Insurance and Property industry is preferred)
• Experience with commission calculations (preferred) 

Knowledge and Skills:

• Technical knowledge of IFRS (preferred) 
• Performing monthly accounts, bank reconciliations and CFO reports
• Proficiency in MS Office (Excel, Word)
• Knowledge of CPM and Great Plains (preferred)
• Excellent presentation skills 
• Strong commercial acumen 

Competencies:

• Proven analytical mindset with strong attention to detail 
• Ability to work independently and consistently meet deadlines
• Confident
• Self-motivated
• Detail-oriented 
• Excellent communication skills
• Strong interpersonal skills and ability to manage multiple priorities 

Duties and Responsibilities    
Reconciliation & Reporting 

• Reconcile all balance sheet accounts to third-party documentation 
• Preparation of monthly journals 
• Resolve outstanding issues promptly 
• Prepare monthly management accounts and variance commentary 
• Prepare quarterly board reports for the relevant entities 
• Respond to audit queries  
• Perform ad-hoc tasks to support strategic decision-making / on-going projects. 
• Calculation and processing of remuneration and commission payable (weekly/monthly). 
• Managing stakeholder relationships with agents, business consultants and brokerages
• Ensuring suppliers are processed and paid on time
• Prepare key management reports to Exco and the Board
• Ensure accuracy, timeliness, and high standards in financial reporting
• Maintain a strong control environment and general ledger integrity 

Budget  

• Prepare budgets for glu and coordinate with relevant stakeholders throughout the budgeting process 
• Create budget presentations for Exco and Board meetings 

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Job Advert Summary    

• Reporting to the Manager Group Finance Investments, the Accountant - Investments Reporting: Group Finance is responsible for overseeing the General Ledger entries and reporting of Investment financial information for PPS Group.  
• The successful incumbent will be responsible for preparing financial reports and interpreting financial data to deliver accurate insights to management and the PPS Board, including value-added commentary for both month-end and year-end reporting

Minimum Requirements    
Education: 

• CA(SA) designation

Experience:

• 4 years working experience 
• Experience in the financial industry 

Knowledge and Skills:

• Knowledge of the insurance industry (preferred) 
• Knowledge of Investments (essential) 
• Good accounting knowledge and proven track record 
• Proficient use of Finance Software 

Competencies:

• Attention to detail 
• Self-starter 
• Persuasive and influential 
• Critical thinking 
• Decision making 
• Responsible, accountable & takes extreme ownership 

Duties and Responsibilities    
Budgeting  

• Assist in the preparation and capture of investment budget
• Prepare budget presentations for Exco and Board budget meetings with value added commentary on all variances 
• Investigate and explain monthly variances to budget on all key numbers  
• Assist and prepare financial information for the annual financial statements  
• Bank Confirmation Letters for Financial Year End reporting 

Year-End reporting  and Quarterly 

• Attending to Internal and External Audit queries
• Assist with the submission of the annual tax return (CGT base cost adjustment) Statutory reporting  Realised profit summary and CGT adjusted profit workings 
• Attending to Audit queries  
• Solvency Asset requirements (SAM)  
• Investment Asset Allocation Reporting - Reserve Bank Returns  
• SA Reserve Bank Return (C68 –SARB, B16 and Asset allocation)  
• Namibia reporting (NAMFISA and Regulation 15) Business related issues 
• Respond to queries from business timeously  
• Ensuring the smooth transition of the Investment Admin Automation System  
• Assisting with Ad Hoc requests