Financial Services Specialist Johannesburg

2 weeks ago


Sandton, South Africa PPS Recruitment Full time

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:

  1. Provide professional financial services to clients or members.
  2. Sourcing, retaining, and growing a membership and client base for eligible professionals.
  3. Implementing PPS financial solutions tailored to the client's needs.
  4. Financial planning, advice, and sales in risk insurance, savings, and investments.
  5. Wills, tax, and estate planning.


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