Financial Services Specialist

3 weeks ago


Sandton, South Africa PPS Recruitment Full time

About the Role:

This is a commission-based position that involves providing professional financial services to clients and members. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions that meet the client's needs.

Key Responsibilities:

  • Implementing financial planning, advice, and sales in risk insurance, savings, and investments.
  • Providing wills, tax, and estate planning services.
  • Sourcing and retaining a membership and client base for eligible professionals.
  • Generating leads and growing the client base.

Requirements:

We are looking for experienced long-term insurance financial planners who are graduates themselves, familiar with servicing the professional market, and holding 4-year or higher qualifications that align with the PPS niche market.



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