Business Development Associate
4 days ago
About the Company
PPS External Distribution is a leading provider of Life Assurance solutions. We are committed to providing exceptional customer service and building strong relationships with our intermediaries.
About the Role
This is an exciting opportunity to join our team as a Business Development Associate. You will be responsible for building and maintaining relationships with Life Assurance Intermediaries.
Key Responsibilities
- To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits, and other relevant supporting information.
- Constant communication and feedback to advisers relating to all aspects of intermediaries operations.
- To plan, organise and control liaisons with intermediaries and their managers.
- To ensure continuous improvement of service standards to clients.
- To ensure alignment to Treating Customers Fairly (TCF) in all business practices.
Requirements and Qualifications
- A matric certificate or higher qualification.
- A three-year or higher bachelor's degree or national diploma.
- A completed NQF 5 - Wealth Management or RFP 3 would be advantageous.
Experience
- At least 2 years' experience in the financial services or Life Assurance industry in a sales and/or service related role.
Knowledge and Skills
- Intermediate knowledge of the Life Assurance or Financial Services Industry.
- Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.
Benefits
- An opportunity to build your career in the financial services industry.
- A chance to work with a reputable company like PPS External Distribution.
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