Job Openings at PPS

Minimum Requirements

Formal Qualifications:

• Matric (Grade 12).
• A three year or higher Bachelor’s degree or National Diploma.
• A completed NQF 5 – Wealth Management or RFP 3 would be advantageous.

Experience and Knowledge:

• At least 2 years’ experience in the Financial Services or Life Assurance industry in a sales and/or service-related role.
• 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

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 Advisors relating to all aspects of intermediary operations
• Plan, organise and control liaisons with intermediaries, their managers
• Ensure continuous improvement of service standards to clients
• Ensure alignment to Treating Customers Fairly (TCF), in all business practices

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Qualifications:

• 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

Duties and Responsibilities

Broker Consultant:

• 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.

Key Responsibilities:

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

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Education:

• Related tertiary qualification(s) essential
• CFP and/or investments related honours degree an advantage
• RE5

Experience:

• 6 years’ business development or sales experience within Financial Services
• Experience in Insurance product sales or advice as well as the investment / asset management industry
• Discretionary Fund Manager’s and/or multi management experience would be advantageous
• 5+ years’ experience managing people
• 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
• Experience in design, research and written thought leadership strategies.

Duties and Responsibilities

Thought Leadership

•  Provide strategic insight by continually researching global trends around methodology, solutions, pricing, value proposition, segmentation and service strategies.
• Optimization of member outcomes by understanding trends and changes in the financial planning market
• Detailed understanding and in-depth knowledge of Tax, legislation, product and advice to tailor client outcomes which are then embedded into best practice and frameworks
• This role will enable new client acquisition and existing client cross sell
• Research on global trends and changes within the financial services capability to ensure PPS A&D remains relevant and cutting edge
• Provide Product developments and enhancements by collaboration with product houses based on emerging globally trends
• Define and implement an approach across all practice areas, integrating the full range of services, showcasing the knowledge and expertise.
• Contribute to setting the direction and strategy through Thought Leadership
• Engage in discussions with industry stakeholders
• Develop and implement a simple, high-impact manner of communicating Thought-Leadership outputs (internally and externally)
• A key member of the Advice Council within A&D to approve and implement in conjunction with Distribution Heads and Best Practice

Commercial management

• Develop strategies/initiatives to unlock sales opportunities within and across all channels
• Manage a budget and expenditure and logistics of a decentralized office
• Accountable to deliver annual Investment profitability through the channels and in conjunction with Heads of Channels and Senior Management, partnering with PPSI to enable these outcomes.
• Support projects and campaigns, with the ability to deliver presentations within regions on at least a quarterly basis, including both roadshows and smaller events
• Work with the Positioning and Intelligence PPSI heads, A&D Head of Channel Development and Enablement and the A&D Exco, to ensure that the distribution & engagement process, including CRM activity, data analysis and intermediary positioning information is in line with the annual and quarterly plan for the Investment Specialists, Broker Consultants.

Stakeholder management

• Manage a team of Investment Specialists, towards a specific target in terms of both activity and flows within the Internal Distribution and Wealth Advisory business.
• External Distribution focus is to actively engage with, and build long-term strong relationships with key business partners, associations, stakeholders, intermediaries including high net worth intermediaries to achieve objectives
• Quarterly training and development of the External Distribution Broker Consultants and Investment Specialists in order to support their Broker Consultants, Investment Specialists and support staff.

People and Culture

• Lead, motivate and drive performance of the teams including internal and external stakeholders
• Ensure a positive team culture by optimizing staff engagement levels and team effectiveness
• Hire, develop and manage people in alignment with company objectives, values and culture
• Design, implement and monitor corrective action to address shortcomings in achieving sales objectives