Financial Services Specialist Johannesburg
2 weeks ago
Purpose of the Role:
The key objective of this position is to provide expert financial services to clients or 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 tailored to the client's needs.
Scope of the Role:
This is a commission-based role of financial planning, advice, and sales in risk insurance (ideally 70% focus), savings, and investments as well as wills, tax, and estate planning. We are looking for experienced long-term insurance financial planners who are graduates themselves, familiar with servicing the professional market holding 4-year or higher qualifications that is PPS niche market. It is a role of own lead generation.
Key Responsibilities:
- Provide professional financial services to clients or members.
- Sourcing, retaining, and growing a membership and client base for eligible professionals.
- Implementing PPS financial solutions tailored to the client's needs.
- Financial planning, advice, and sales in risk insurance, savings, and investments.
- Wills, tax, and estate planning.
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