Professional Financial Planner
2 months ago
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 solutions for clients and members
- Sourcing and retaining a membership and client base
- Providing financial planning, advice, and sales in risk insurance, savings, and investments
- Assisting with wills, tax, and estate planning
Requirements:
- Graduate degree in a relevant field
- Experience in long-term insurance financial planning
- Familiarity with servicing the professional market
- PPS niche market expertise
What We Offer:
A commission-based role with opportunities for growth and development in a dynamic and professional environment.
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