Job Opportunities at PPS

Job Advert Summary    

PPS External Distribution has an opportunity for a hybrid development role combining the skills and experience of a Broker Consultant and an Investment Specialist.  

Primary responsibility will be the provision of Life Assurance & Investment support to financial intermediaries. Proven track record of sales ability and ability to expand the PPS Life Assurance & Investments business in the region by building long-term relationships with intermediaries, including high net worth intermediaries.

The role involves business development and relationship management within a base Intermediaries that we are intending to grow.  The Hybrid role must work with and through others to build and maintain relationships.  Working closely and accurately within established guidelines is essential in this role.  The Hybrid role must be aware of and responsive to the needs and concerns of customers.

Minimum Requirements    

Qualification:

• Matric.
• Bachelor’s degree in commerce or related field essential / A track record of experience and industry related qualifications.
• RE5 will be advantageous.
• A completed NQF 5 – Wealth Management or RFP 3 will be advantageous.
• CFP and/or investments related honours degree will be an advantage.

Experience:

• At least 3 to 5 years’ experience within the IFA, investment or linked product markets, preferably working at a LISP or retail asset management business.
• Experience in Life Assurance will be an advantage.
• Discretionary Fund Manager’s and/or multi management experience would be advantageous.

Knowledge:

• Intermediate knowledge of the Life Assurance or Financial Services Industry.
• Technical knowledge about investments, investment industry & trends
• Knowledge around Discretionary Fund Manager’s, ASISA categories and related asset managers is a pre-requisite.
• Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.

Computer Literacy:

• MS Office package, particularly Internet, Outlook, Excel and Power Point.
• CRM experience.
• Client database experience an advantage.

Interpersonal and Intrapersonal Skills:

• Relating to Customers.
• Excellent communication skills.
• Quality Orientated.
• Reliable.
• Customer Focused.
• Resilient.
• Results Driven.
• Service driven professional with a strong need for financial independence.
• Demonstrable training delivery skills are essential.
• Self-discipline to work unsupervised and to maintain CRM system.
• Strong presentation skills.
• Relationship management – networking.
• Communication - verbal & written.
• Performance driven.
• Innovative thinking and problem-solving

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.

Investment Specialist:

• Build and promote the PPSI asset management brand and image by networking with key industry stakeholders.
• Identify and develop strategic partnerships to leverage new opportunities.
• Position PPS Investments as the niche LISP for intermediaries in your region.
• Deliver on very specific flow targets for your region, including both LISP and Asset Management capabilities.
• Provide PPS head office with detailed reporting on leads and opportunities.
• Excellent client services, including proactive response to intermediary needs.
• Supply intermediaries with accurate investment, product, fund, service and investor information.
• Training and developing the intermediary and support staff.
• Supporting investment projects and campaigns, with the ability to deliver investment presentations.
• Participating in investment product implementation.
• Presentations and 1 on 1 engagements around investments, from a 101 level to discussing the PPS Asset Management value proposition.
• Regular formal report backs to the Area Manager.

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Job Advert Summary    

The successful candidate will form part of the national PPS Investments marketing and business development team. Primary responsibility will be the provision of administrative support to the Investment Specialists.

The successful candidate must have the ability to work in a pressurized environment adhering to tight deadlines. Strong organizational skills and ability to multitask.

Minimum Requirements    

Qualification:

• Relevant tertiary qualification – BCom or similar financial degree.

Experience:

• 2 to 3 years sales administration experience within the IFA, investment, or linked product markets.

Competencies:

• Strong attention to detail.
• Ability to work independently and be proactive.
• Very organized with a strong administration background.
• Excellent communication skills – verbal and written.
• Reliable and dependable.
• Passionate, ambitious, and energetic.
• Friendly and professional.

Duties and Responsibilities    

• Provide administrative support to Investment Specialist in and out of office.
• Liaise with PPSI Operations with new business queries and follow up on outstanding client requirements
• Train and provide support to IFA assistants on PPSI administrative procedures and systems.
• Coordinate regional workshops and client functions.
• Database management – understanding and managing client information on behalf of the Investment Specialist to better understand clients.
• Assist regional office team with general office requirements as needed.
• Handle client queries face to face, written and telephonic 

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Job Advert Summary    

This is a middle management role, reporting into the Head: Member Value Propositions. The Segment Lead is responsible for commercialising the member base by identifying and targeting customer segments based on shared characteristics and needs. Working with analytics, sales and product teams unlocking opportunities for cross solutioning within the member base. The Segment Manager should have deep insights with respect to the behavioural and financial attitudes of members. They should immerse themselves in the detail of the segment and produce insights that can be commercialised.

Member engagement is a key objective of the role while understanding the importance of the intermediated relationship that PPS has with its members.The measure of success for the role will be based on the positive movement in a combination of the following variables:

Embedded Value

• Gross Written Premium 
• Additional Assets attracted

Minimum Requirements    

Education:

• Degree in Business / Marketing or related field of study (minimum requirement)
• Postgrad degree in a related field required. (PREFERRED)

Experience:

• 5 – 7 years of experience in financial services with a solid performance track record in the current discipline/ role
• Excellent soft skills to handle Stakeholder Management
• Ability to gather, analyse and present information logically.
• Excellent verbal and written communication skills
• Track record to show Commercial astuteness that can be applied in the
• Ability to work with cross-functional departments to develop product offerings and the mode of execution.

Knowledge and Skills (maximum of 10):

• Entrepreneurial
• Business strategy, marketing and business development
• Commercial mindset
• Action-oriented – Bias for execution
• Multiple Stakeholder management
• Thorough knowledge of the PPS landscape and its various proposition
• Strong knowledge and skills in interpreting insights
• Ability to independently solve complex problems in a systematic and logical manner.
• Exceptional verbal and written communication skills, including report writing skills.

Duties and Responsibilities

• Responsible for formulating and executing customised member engagement programmes.
• Work hand in hand with various product owners, analytics and marketing teams to identify members and their needs in order to develop go-to-market strategies.
• Drive Segment insights through direct member engagement activities as well as bespoke research initiatives. This can be done by understanding psychographic and other traits
• Segment profitability
  • Campaigns and customised programmes.
  • Analytical
  • Keep track of ROMI on each marketing programme

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Job Advert Summary    

To be responsible for supporting the sales area by managing campaigns and the growth thereof.  Therefore, the successful campaign specialist will develop and execute an integrated plan that addresses capacity and planning for the sales area. This person will also fulfil the role of coaching consultants on systems. We are looking for a person that we can trust with autonomy with ownership to achieve objectives set out for them.

Minimum Requirements    

Education:

• Relevant post graduate tertiary qualification

Experience:

• 3 to 5 years direct sales experience within the Financial Services – Short Term Insurance

Competencies:

• Campaign management
• Excellent verbal, presentation, and written skills 
• Conflict Handling 
• Influencing and working with people
• Operational Management 
• Coping with pressure and setbacks

Duties and Responsibilities    

• Based on a received campaign proposal/instruction, assess the campaign requirements received from relevant business area to understand the impact and feasibility of new campaigns.
• Determine campaign structure (e.g. e-mail elements, sms), budget availability, capacity (e.g. Contact Centre capacity, digital channels capacity), systems support, by liaising with internal and external stakeholders in order to ensure successful campaign implementation.
• Ensure stakeholder approval for campaign go-ahead by obtaining relevant sign off in order to proceed with implementation.
• Ensure that campaigns/pipelines are manged on a hourly, day-to-day basis.
• Ensure that campaigns/pipelines are up to date and deals are moved timelessly.
• Planning and driving the implementation of campaigns that drive business growth.
• Conceptualise and managing campaigns through effective targeting and renaturing.
• Provide daily, weekly, monthly updated on leads. 
• Checking quotes and discounting quotes daily.
• Continuous monitoring of campaign effectiveness.
• Actively engage with internal stakeholders.
• Optimising campaigns and sett campaign objectives.
• Tracking CRM (Hubspot) activity to ensure optimal leads volumes are delivered and worked.
• Reporting effectively, in-depth, and accurately on campaign performance

Risk and Control Objective 

• Allocate duties to team members in order to achieve operational targets, including prioritization and staff scheduling. 
• Based on gaps identified, motivate requests to have additional resources