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FSP Relationship Manager
2 weeks ago
Job Description,
Job Purpose
The FSP Relationship Manager is responsible for managing and expanding strategic relationships with Financial Service Providers (FSPs) accredited to market PPS Risk and Investment products. This role plays a critical part in driving new business initiatives, supporting regional sales targets, and integrating PPS offerings into in-house portfolios—particularly LISP products
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Requirements
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Job Purpose
The FSP Relationship Manager is responsible for managing and expanding strategic relationships with Financial Service Providers (FSPs) accredited to market PPS Risk and Investment products. This role plays a critical part in driving new business initiatives, supporting regional sales targets, and integrating PPS offerings into in-house portfolios—particularly LISP products.
Knowledge & Experience
- Proven experience in relationship management within the financial services sector.
- Strong understanding of FSP operations, agreements, and compliance.
- Demonstrated success in achieving sales targets and driving business growth.
- Excellent communication, presentation, and stakeholder engagement skills.
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Duties and Responsibilities
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Key Responsibilities
Operating Level Requirements (Scope, Responsibilities, Skills and Attributes)
Strategic Relationship Management (40%)
- Build, grow, and manage relationships with large accredited FSPs across all regions.
- Act as the primary liaison between PPS and external FSP stakeholders.
- Support the achievement of gross and net sales targets for all product lines.
- Ensure vertical integration of LISP products into in-house portfolios.
- Manage FSP agreements and ensure compliance with regional and regulatory requirements.
- New Business Development & Integration (30%)
- Identify and pursue new business opportunities across Life and LISP Investment products.
- Design and implement strategies for corporate stakeholders and integrate these into regional sales plans.
- Collaborate with Area Managers, Broker Consultants, and Investment Specialists to support business growth.
- Drive training and accreditation processes for FSPs to ensure readiness and alignment.
- ICON/Interplan Relationship Oversight (10%)
- Oversee and manage the ICON/Interplan relationship, ensuring smooth operations and strategic alignment.
- Industry Engagement (10%)
- Represent PPS at industry and FSP events, conferences, and forums.
- Deliver presentations and contribute to thought leadership in the financial services space.
- Enrol commitment and buy-in from stakeholders to support strategic initiatives.
- Internal Collaboration & Enablement (10%)
- Work cross-functionally with internal teams to optimise servicing and operational support.
- Ensure that results are achieved through people and measured production.
- Provide input into strategic planning and performance reporting.
Strategic Orientation
- Strategic thinker with a proactive and solution-oriented mindset.
Communication
- Excellent communication, presentation, and stakeholder engagement skills.
Computer Literacy
- MS Office packages, particularly Excel, Word and Power-point.
Interpersonal And Intrapersonal Skills
- Ability to motivate and inspire teams to achieve results.