Virtual Financial Advisor

PPS; Johannesburg; Remote; ZAR 300,000 - 520,000; Full time

Job summary

PPS is seeking a Virtual Financial Advisor to provide professional financial services to clients and members entirely in a virtual capacity. The role focuses on sourcing, retaining, and growing a client base by implementing PPS financial solutions aligned with client needs, serving as the primary point of contact via Teams, Zoom, phone, email, and SMS.

The ideal candidate will be digitally adept, ensure client journeys meet needs, and adhere to PPS best practices and compliance standards while

Responsibilities

• Providing suitable advice to best fit the needs and requirements of professionals virtually
• Advising and implement financial solutions & products virtually and digitally that meet Member’s needs.
• Engaging clients both on an outcome and an inbound call/digital environment
• Maximise each engagement received by attempting to onboard the client to both membership with PPS and a product holder of PPS
• Achievement of sales targets and objectives
• Prospecting for own clients
• Achievement of annual review objectives
• Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools virtually
• Meeting clients virtually to understand their financial objectives
• Virtually Explaining complex information relating to Financial Advisory in a clear and effortless way
• Managing, maintaining and building new and existing client relationships virtually
• Adhering to compliance, operational procedures and practice management standards to minimize business risk
• Staying abreast of product information, performance and industry changes
• Adapt and change to fit in with changing business operational requirements
• Building a professional network and suitable business within the professional market in a virtual environment

Job description

Job Description,

The key purpose of this role is to provide professional financial services to a client or a member virtually. 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. The Virtual Financial Advisor serves as a point of contact (Teams, Zoom, phone, email, SMS) for the clients. The incumbent must be digitally astute and should ensure that client journey mapping is aligned to the needs of clients and members. Adhere to PPS Best Practice and compliance standards,

Requirements

Qualifications

Experience:

Duties and Responsibilities

• Providing suitable advice to best fit the needs and requirements of professionals virtually
• Advising and implement financial solutions & products virtually and digitally that meet Member’s needs.
• Engaging clients both on an outcome and an inbound call/digital environment
• Maximise each engagement received by attempting to onboard the client to both membership with PPS and a product holder of PPS
• Achievement of sales targets and objectives
• Prospecting for own clients
• Achievement of annual review objectives
• Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools virtually
• Meeting clients virtually to understand their financial objectives
• Virtually Explaining complex information relating to Financial Advisory in a clear and effortless way
• Managing, maintaining and building new and existing client relationships virtually
• Adhering to compliance, operational procedures and practice management standards to minimize business risk
• Staying abreast of product information, performance and industry changes
• Adapt and change to fit in with changing business operational requirements

Building a professional network and suitable business within the professional market in a virtual environment