Broker Consultant and Investment Specialist (Durban)

PPS Recruitment; Umhlanga Rocks; Hybrid; ZAR 300 000 - 400 000; Full time

Job summary

A financial services firm is seeking a hybrid development role that combines the skills of a Broker Consultant and an Investment Specialist. The position focuses on providing Life Assurance and Investment support to financial intermediaries and requires a proven sales ability along with relationship management skills. The incumbent will develop business within a base of intermediaries and work collaboratively to expand PPS's reach in the market.

Qualifications

• Proven track record of sales ability and expanding business.
• Experience in building long-term relationships with intermediaries.
• Ability to work collaboratively and maintain established guidelines.

Responsibilities

• Provide Life Assurance & Investment support to financial intermediaries.
• Grow the PPS Life Assurance & Investments business in the region.
• Work closely with intermediaries to build and maintain relationships.

Skills

Sales ability

Relationship management

Business development

Job description

PPS External Distribution has an opportunity for a hybrid development role combining the skills and experience of a Broker Consultant and an Investment Specialist.

Primary responsibility will be the provision of Life Assurance & Investment support to financial intermediaries. Proven track record of sales ability and ability to expand the PPS Life Assurance & Investments business in the region by building long-term relationships with intermediaries, including high net worth intermediaries.

The role involves business development and relationship management within a base Intermediaries that we are intending to grow. The Hybrid role must work with and through others to build and maintain relationships. Working closely and accurately within established guidelines is essential in this role. The Hybrid role must be aware of and responsive to the needs and concerns of customers.

Reporting to the Area Manager, the Hybrid role involves business development and relationship management within a base of Life Assurance & Investment Intermediaries with the intention to grow this base.