Job Vacancies at PPS

About the Job

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

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 or in a sales and/or service related role.

Knowledge:

• Intermediate knowledge of the Life Assurance and 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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About the Job

Job Advert Summary

• An exciting opportunity for a consultant exists in our Client Services Department.
• The successful candidate must have excellent Scheme knowledge and will act as an Ambassador for PPSHA to ensure effective customer satisfaction.
• Applications are invited for the above-mentioned position, to be filled as soon as possible.

Minimum Requirements

Qualifications & Experience

• Grade 12
• 3-year Tertiary Qualification in any related field.
• 2 years or more experience in a Medical Call Centre environment.
• Sound knowledge of the Medical Aid Industry, Scheme Rules & Regulations, ISO and other related legislation.
• Effective business communication & writing skills with exceptional telephone etiquette (Fluency in Afrikaans is advantageous).
• Must be a strong team player and be able to work under pressure.
• Computer literacy and exposure to Medical Administration system will be an added advantage.

Duties and Responsibilities

• Effective and accurate recording and resolution of all enquiries.
• Maintain and ensure adherence to Service Levels Agreements.
• Facilitating corrections and providing feedback on resolution.
• Management of all priority and stale claim requests on behalf of members.
• Effective monitoring of Member’s accounts to ensure correct payments in accordance with Nappi, Reason and Agreed Tariff Codes.

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About the Job

Job Advert Summary

• The marketing specialist will ensure the effective communication and marketing of the brand, products, services, and campaigns to entice and create customer demand. The marketing specialist will curate, implement, and track marketing initiatives to assist the business in achieving target sand objectives.
• The incumbent will be required to drive and implement marketing strategy by interacting with relevant key stakeholders and collaborate with business units throughout the PPS group to achieve the relative key performance metrics aligned to targets and business objectives.

Minimum Requirements

Qualification:

• Bachelors degree or equivalent tertiary or NQF 6 qualification in Marketing / Public Relations / Communications or related field.
• Postgraduate degree or equivalent NQF level 7 qualification (marketing) (Preferred).

Knowledge & Experience:

• 3-5 years’ experience in Marketing, Communications or Brand Management.
• Knowledge and understanding of marketing management principles and practices.
• Knowledge and experience in financial services environment would be advantageous.
• Strong background in consumer research and insights.
• Experience in the creation and implementation of digital marketing strategies.
• Creative writing with a focus on copyrighting and editing.
• Graphic design skills are a MUST.
• Video and Photography skills.

Strategic Orientation:

• Astute knowledge and understanding of the PPS vision, strategy, and member value proposition.
• Is creative and innovative and always seeks opportunities for ongoing improvement of the relationship between PPS and its members.
• Acts with confidence and works independently and/or under own direction.
• Provides input into the formulation of marketing strategies and business plans.

Communication:

• Is articulate and communicates in a logical way and structures information to meet the needs and understanding of intended audiences.
• Expresses opinions, information, and key points of view clearly and assertively.
• Is confident in conceptualising, building, and presenting plans related presentations.
• Anticipates and responds appropriately to the needs, reactions, and feedback of an audience.
• Exceptional networker

Commercial Acumen:

• Demonstrates awareness of market trends and opportunities and keeps up to date with competitor developments impacting area of responsibility.

Computer Literacy:

• Is adept in the use of the latest MS Office package, particularly Excel, Word, and Power-point.

Interpersonal and Intrapersonal Skills:

• Confident.
• Self-starter.
• Persuasive and influential.
• Good networking skills.
• Good presentation skills.
• Manages expectations.
• Self-aware.
• Professional.
• Responsible & accountable.

Duties and Responsibilities

• Conduct market research to identify market trends, opportunities, customer trends, competitor offerings and competitive marketing tactics.
• Develop and implement brand CI to ensure quality alignment across all marketing and positioning disciplines.
• Ensure frequent and quality branding ideas, graphic designs, promotional materials, and advertising copies aligned with business requirement.
• Create innovative marketing campaigns to assist in the implementation of business strategy and the achievement of business targets.
• Investigate and track the performance of marketing campaigns and strategies through evaluating and achieving key performance metrics.
• Coordinate the development of content to the media to generate PR coverage and build brand trust.
• Implement effective marketing and promotional channels, including media platforms to be used to relay product and service messages to customers.
• Undertake daily administrative tasks to ensure the functionality and coordination of the department’s activities.
• Assist in the organizing of promotional events and traditional or digital campaigns and attend them to facilitate their success.
• Marketing literature development (brochures, press releases etc) to augment the company’s presence in the market.
• Planning and co-orientating the development and production of printed marketing materials.
• Monitor and manage social media accounts with a strong focus on content development.
• Product videography and photography content planning, development, and coordination.

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About the Job

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.
• Reporting to the Area Manager, the Hybrid role involves business development and relationship management within a base of Life Assurance & Investment Intermediaries with the intention to grow this base.

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.
• 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.