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Broker Consultant and Investment Specialist (Centurion)
Closing Date
2025/01/24
Reference Number
PPS250117-4
Job Type Permanent
Job Title Broker Consultant and Investment Specialist (Centurion)
Business Unit Advisory Services and Enablement
Department External Distribution
Location – Country South Africa
Location – Province Gauteng
Location – Town / City Centurion
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 CFA level 1 would be advantageous.
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.
Graduate Advisor (Durban)
Closing Date
2025/01/24
Reference Number
PPS250117-3
Job Type Internship
Job Title Graduate Advisor (Durban)
Business Unit Advice and Distribution
Department Graduate Division
Location – Country South Africa
Location – Province KwaZulu-Natal
Location – Town / City Umhlanga
Job Advert Summary
This is a three-year internship position and is designed to be used as a springboard to launch a young graduate professional’s career in the financial industry.
The successful candidate must have the desire and long-term vision to build a professional practice for professionals by marketing risk and investment products from a well established platform. Because this period is recognised as the building period, the intern will have to be target orientated and motivated by incentive remuneration, as the package is incentivised and linked to sales targets.
The Graduate Advisor will be responsible for prospecting and building a client base within the young professional student base.
Minimum Requirements
Formal Qualifications:
A relevant Bachelors degree or equivalent qualification is required
CFP would be advantageous
South African driver’s license and must have own transport
Experience and Knowledge:
Insurance industry-related knowledge and experience would be advantageous
Knowledge of the PPS product range and PPS membership would be an advantage
Computer Literacy:
Computer Literate (MS Office Package)
Interpersonal and Intrapersonal Skills:
Relating to customers within a diverse market
Communication in writing.
Communicating orally with good presentation skills.
Quality orientated.
Reliable.
Customer focussed.
Resilient
Results driven.
Duties and Responsibilities
Have a very focused approach toward becoming a professional Financial Planner.
Host financial workshops for students and young professionals.
Educate existing clients on sound financial principles.
Guide students and young professionals to make the correct financial choices from the start.
Liaise with a PPS Marketing Specialist on all marketing activities and workshops on campus.
Make appointments with existing PPS student members to discuss the PPS student product range and benefits.
Build a client base by selling the PPS student product range to PPS student members.
Adhere to the regulation and compliance process of the financial industry.
Stay up to date and excel in terms of qualifications and knowledge of the financial industry.
Must be willing to be mentored and trained by experienced managers in this newly developed model.
Graduate Advisor (East London)
Closing Date
2025/01/24
Reference Number
PPS250117-2
Job Type Internship
Job Title Graduate Advisor (East London)
Business Unit Advice and Distribution
Department Graduate Division
Location – Country South Africa
Location – Province Eastern Cape
Location – Town / City East London
Job Advert Summary
This is a three-year internship position and is designed to be used as a springboard to launch a young graduate professional’s career in the financial industry.
The successful candidate must have the desire and long-term vision to build a professional practice for professionals by marketing risk and investment products from a well established platform. Because this period is recognised as the building period, the intern will have to be target orientated and motivated by incentive remuneration, as the package is incentivised and linked to sales targets.
The Graduate Advisor will be responsible for prospecting and building a client base within the young professional student base.
Minimum Requirements
Formal Qualifications:
A relevant Bachelors degree or equivalent qualification is required
CFP would be advantageous
South African driver’s license and must have own transport
Experience and Knowledge:
Insurance industry-related knowledge and experience would be advantageous
Knowledge of the PPS product range and PPS membership would be an advantage
Computer Literacy:
Computer Literate (MS Office Package)
Interpersonal and Intrapersonal Skills:
Relating to customers within a diverse market
Communication in writing.
Communicating orally with good presentation skills.
Quality orientated.
Reliable.
Customer focussed.
Resilient
Results driven.
Duties and Responsibilities
Have a very focused approach toward becoming a professional Financial Planner.
Host financial workshops for students and young professionals.
Educate existing clients on sound financial principles.
Guide students and young professionals to make the correct financial choices from the start.
Liaise with a PPS Marketing Specialist on all marketing activities and workshops on campus.
Make appointments with existing PPS student members to discuss the PPS student product range and benefits.
Build a client base by selling the PPS student product range to PPS student members.
Adhere to the regulation and compliance process of the financial industry.
Stay up to date and excel in terms of qualifications and knowledge of the financial industry.
Must be willing to be mentored and trained by experienced managers in this newly developed model.
Graduate Advisor (Boland)
Closing Date
2025/01/23
Reference Number
PPS250116-2
Job Type Internship
Job Title Graduate Advisor (Boland)
Business Unit Advice and Distribution
Department Graduate Division
Location – Country South Africa
Location – Province Western Cape
Location – Town / City Boland (Stellenbosch)
Job Advert Summary
This is a three-year internship position and is designed to be used as a springboard to launch a young graduate professional’s career in the financial industry.
The successful candidate must have the desire and long-term vision to build a professional practice for professionals by marketing risk and investment products from a well established platform. Because this period is recognised as the building period, the intern will have to be target orientated and motivated by incentive remuneration, as the package is incentivised and linked to sales targets.
The Graduate Advisor will be responsible for prospecting and building a client base within the young professional student base.
Minimum Requirements
Formal Qualifications:
A relevant Bachelors degree or equivalent qualification is required
CFP would be advantageous
South African driver’s license and must have own transport
Experience and Knowledge:
Insurance industry-related knowledge and experience would be advantageous
Knowledge of the PPS product range and PPS membership would be an advantage
Computer Literacy:
Computer Literate (MS Office Package)
Interpersonal and Intrapersonal Skills:
Relating to customers within a diverse market
Communication in writing.
Communicating orally with good presentation skills.
Quality orientated.
Reliable.
Customer focussed.
Resilient
Results driven.
Duties and Responsibilities
Have a very focused approach toward becoming a professional Financial Planner.
Host financial workshops for students and young professionals.
Educate existing clients on sound financial principles.
Guide students and young professionals to make the correct financial choices from the start.
Liaise with a PPS Marketing Specialist on all marketing activities and workshops on campus.
Make appointments with existing PPS student members to discuss the PPS student product range and benefits.
Build a client base by selling the PPS student product range to PPS student members.
Adhere to the regulation and compliance process of the financial industry.
Stay up to date and excel in terms of qualifications and knowledge of the financial industry.
Must be willing to be mentored and trained by experienced managers in this newly developed model.
We wish you all the best with your applications
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