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.
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 is a role of own lead generation. We have a competitive risk commission structure with a commission split on a range of 55% to %.