Financial Planning Professional WC South
1 month ago
Purpose of the Role:
The key objective of this position is to provide 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 cater to their needs.
Scope of the Role:
This is a commission-based role of holistic financial planning, advice, and sales in risk insurance, with a focus on sourcing and growing a client base. The ideal candidate is an experienced and target-driven financial planner, with a graduate degree and a strong understanding of the degreed professional market. The role involves own lead generation, with a competitive risk commission structure and a range of 55% to 110% commission split.
Responsibilities:
- Provide professional financial services to clients and members
- Sourcing, retaining, and growing a membership and client base for eligible professionals
- Implementing PPS financial solutions that cater to client needs
- Own lead generation and managing client relationships
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