Business Consultant: Risk and Investment

PPS Recruitment; Mthatha; Hybrid; ZAR 300 000 - 400 000; Full time

Job summary

A finance solutions company in Mthatha seeks a skilled professional for a hybrid development role focused on providing Life Assurance and Investment support to financial intermediaries. The position emphasizes building long-term relationships, expanding business in the region, and delivering exceptional customer service. Ideal candidates will possess a proven sales track record and the ability to work collaboratively with others. This role requires responsiveness to customer needs while adhering to established guidelines.

Qualifications

• Proven track record in sales and relationship management.
• Ability to expand business through long-term relationships.
• Experience in the Life Assurance and Investment sector.

Responsibilities

• Provide support to financial intermediaries.
• Build and maintain relationships with clients.
• Work within established guidelines to meet customer needs.

Job description

PPS External Distribution has an opportunity for a hybrid development role combining the skills and experience.

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 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.