Broker Consultant and Investment Specialist (George)

PPS; George; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A financial services firm in George, South Africa, seeks a Broker Consultant & Investment Specialist to support financial intermediaries in life assurance and investment services. The role requires excellent communication skills, a degree in commerce, and a minimum of three years’ experience in the financial sector. Candidates must be fluent in Afrikaans and English and possess strong relationship management capabilities. Responsibilities include supporting intermediaries, promoting the asset management brand, and training staff.

Qualifications

• Matric required.
• 3+ years in IFA or investment markets preferred.
• Fluency in Afrikaans and English essential.
• Experience in Life Assurance industry required.

Responsibilities

• Support intermediaries in sales efforts.
• Build and promote asset management brand.
• Deliver on flow targets for region.
• Train and develop intermediaries and support staff.

Skills

Communication skills

Relationship management

Results-driven

Problem-solving

Networking

Education

Bachelor’s degree in commerce

CFP or honours degree

NQF 5 – Wealth Management

Tools

MS Office

CRM software

Job description

Job Description

PPS External Distribution has an opportunity for a development role combining the skills and experience of a Broker Consultant and 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 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 role must be aware of and responsive to the needs and concerns of customers.

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

Requirements

Qualification

• Matric.
• Bachelor’s degree in commerce or related field essential / A track record of experience and industry related qualifications.
• RE5 will be advantageous.
• A completed NQF 5 – Wealth Management or RFP 3 will be advantageous.
• CFP and/or honours related degree would be advantageous.
• Fluency in Afrikaans and English is essential for this role due to the client base in the region

Experience

• At least 3 years’ experience within the IFA, investment or linked product markets, preferably working at a LISP or retail asset management business.
• At least 2-3 yrs Experience in Life Assurance industry
• Discretionary Fund Manager’s and/or multi management experience would be advantageous.
• Intermediate knowledge of the Life Assurance or Financial Services Industry.
• Technical knowledge about investments, investment industry & trends
• Knowledge around Discretionary Fund Manager’s, ASISA categories and related asset managers is a pre-requisite.
• Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.

Computer Literacy

• MS Office package, particularly Internet, Outlook, Excel and Power Point.
• CRM experience.
• Client database experience an advantage.

Interpersonal And Intrapersonal Skills

• Relating to Customers.
• Excellent communication skills.
• Quality Orientated.
• Reliable.
• Customer Focused.
• Resilient.
• Results Driven.
• Service driven professional with a strong need for financial independence.
• Demonstrable training delivery skills are essential.
• Self-discipline to work unsupervised and to maintain CRM system.
• Strong presentation skills.
• Relationship management – networking.
• Communication - verbal & written.
• Performance driven.
• Innovative thinking and problem-solving

Duties and Responsibilities

Broker Consultant

• 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, their managers.
• To ensure continuous improvement of service standards to clients.
• To ensure alignment to Treating Customers Fairly (TCF), in all business practices.

Investment Specialist

• Build and promote the PPSI asset management brand and image by networking with key industry stakeholders.
• Identify and develop strategic partnerships to leverage new opportunities.
• Position PPS Investments as the niche LISP for intermediaries in your region.
• Deliver on very specific flow targets for your region, including both LISP and Asset Management capabilities.
• Provide PPS head office with detailed reporting on leads and opportunities.
• Excellent client services, including proactive response to intermediary needs.
• Supply intermediaries with accurate investment, product, fund, service and investor information.
• Training and developing the intermediary and support staff.
• Supporting investment projects and campaigns, with the ability to deliver investment presentations.
• Participating in investment product implementation.
• Presentations and 1 on 1 engagements around investments, from a 101 level to discussing the PPS Asset Management value proposition.
• Regular formal report backs to the Area Manager.