Job Advert Summary
Reporting to the East Coast Regional General Manager, this role focuses on business development and relationship management within a base of Life Assurance and Investment Intermediaries. The goal is to grow this base, cross-sell and up-sell solutions, particularly targeting non-supporting brokers in the East Coast Region, and assisting with the seamless onboarding of these intermediaries into the regions while promoting the broader value proposition of the PPS Group.
Minimum Requirements
Formal Qualifications:
- Matric
- Bachelor’s degree in commerce or related field essential / A track record of experience and industry related qualifications
- RE5 advantageous
- Post Graduate Diploma in Financial Planning advantageous
- CFP and/or investments related honours degree will be an advantage
Experience:
- At least 7 years in sales or related roles within the insurance and financial planning environment.
- A minimum of 3 years in face-to-face advice sales or third-party sales.
Duties and Responsibilities
- To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and other relevant supporting information.
- Identify and develop strategic partnerships to leverage new opportunities.
- Achieve specified API targets for your region
- Provide PPS head office with detailed reporting on leads and opportunities
- Relationship building with internal stakeholders
- Providing operational support and assistance with intermediary functions across branches in the East Coast Region.
- Excellent client services, including proactive response to intermediary needs
- Training and development of the intermediary and their support staff
- Supporting PPS projects and campaigns, with the ability to deliver product and proposition-related presentations.
- Participating in product implementation