Financial Services Specialist in Mpumalanga
1 month ago
We are a forward-thinking organization committed to providing exceptional financial services to our clients. Our team of experts is dedicated to delivering tailored solutions that meet the unique needs of each individual or professional.
Job DescriptionRole Summary:
We are seeking an experienced and target-driven Financial Adviser to join our team in Mpumalanga. As a Financial Adviser, you will be responsible for sourcing, retaining, and growing a membership and client base by implementing PPS financial solutions in line with the client's needs.
Key Responsibilities:
- Sourcing and retaining a membership and client base for eligible professionals
- Implementing PPS financial solutions in line with the client's needs
- Providing holistic financial planning, advice, and sales in risk insurance, savings, and investments as well as wills, tax, and estate planning
- Maintaining a competitive risk commission structure with a range of 55% to 110% commission split
Requirements:
- Experience as a financial planner with a focus on servicing the degreed professional market
- Familiarity with servicing the degreed professional market holding 4-year or higher qualifications
- Target-driven and results-oriented approach
Benefits:
- Competitive salary: R250,000 - R300,000 per annum (depending on experience)
- Commission-based role with a range of 55% to 110% commission split
- Ongoing training and development opportunities
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