Financial Advisor Limpopo

Pps Recruitment; South Africa; Remote; ZAR 200 000 - 300 000; Part time

Job summary

A financial services provider in South Africa seeks an experienced financial planner to source and grow a client base. This remote, commission-only role focuses on holistic financial solutions including risk insurance, savings, and estate planning, catering specifically to degreed professionals. A competitive commission structure and home-office allowance are offered.

Benefits

Competitive commission structure

Home-office allowance

Work tools provided

Qualifications

• Must be an experienced financial planner familiar with servicing the degreed professional market.
• Target-driven with a focus on generating leads.
• Ability to provide professional financial services in various areas such as risk insurance and estate planning.

Responsibilities

• Source, retain, and grow a membership and client base.
• Provide professional financial services to clients.
• Engage in holistic financial planning and advice.

Skills

Holistic financial planning

Sales in risk insurance

Client relationship management

Education

4-year or higher degree

Job description

Overview

Purpose of the Job : The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs.

Scope of the Job : This is a commission-based role of holistic financial planning, advice and sales in risk insurance (ideally 70% focus), savings and investments as well as wills, tax and estate planning. The ideal candidate is an experienced and target driven financial planner, a graduate themselves familiar with servicing the degreed professional market holding 4-year or higher qualifications that is PPS\' niche market. It

It is a tied agency role of own lead generation.

Responsibilities

• Source, retain, and grow a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs.
• Provide professional financial services to a client or a member.
• Engage in holistic financial planning, advice and sales in risk insurance, savings and investments, wills, tax and estate planning.
• Operate as a tied agency role of own lead generation.

Compensation and Conditions

• We have a competitive risk commission structure with a range of 55% to 100% commission split. An Advisor\'s performance determines mobility up these risk commission splits.
• It is a commission only position from month 13.

Tools and Work Arrangement

• We provide work tools (laptop with headset and 3G card).
• The position works remotely within the province of Limpopo pending a PPS provincial office. A monthly home-office allowance is offered in this remote working case within the province.