Virtual Support Consultant (East Coast Region)

PPS; Gqeberha; On-site; ZAR 600,000 - 800,000; Full time

Job summary

PPS seeks an experienced Business Development Manager to focus on growing relationships with Life Assurance and Investment Intermediaries. The role involves strategic partnerships, sales support, and achieving API targets while ensuring excellent client servicing and training for intermediaries.

Qualifications

• Minimum 7 years in sales or related roles within insurance/financial planning.
• Experience in face-to-face or third-party sales.
• Formal qualifications including a Bachelor’s degree are essential.

Responsibilities

• Support and service intermediaries in their sales efforts.
• Achieve specified API targets for the region.
• Build relationships with internal stakeholders.

Skills

Relationship Management

Sales Strategy

Client Services

Operational Support

Education

Bachelor’s degree in commerce or related field

RE5

Post Graduate Diploma in Financial Planning

CFP and/or investments related honours degree

Job description

Job Description,

Reporting to the East Coast Regional General Manager, this role focuses on business development and relationship management within a base of Life Assurance and Investment Intermediaries. The goal is to grow this base, cross-sell and up-sell solutions, particularly targeting non-supporting brokers in the East Coast Region, and assisting with the seamless onboarding of these intermediaries into the regions while promoting the broader value proposition of the PPS Group.

, Requirements,

Formal Qualifications

• Matric
• Bachelor’s degree in commerce or related field essential / A track record of experience and industry related qualifications
• RE5 advantageous
• Post Graduate Diploma in Financial Planning advantageous
• CFP and/or investments related honours degree will be an advantage
  
  

Experience

• At least 7 years in sales or related roles within the insurance and financial planning environment.
• A minimum of 3 years in face-to-face advice sales or third-party sales.
  
  

, Duties and Responsibilities,

• To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and other relevant supporting information.
• Identify and develop strategic partnerships to leverage new opportunities.
• Achieve specified API targets for your region
• Provide PPS head office with detailed reporting on leads and opportunities
• Relationship building with internal stakeholders
• Providing operational support and assistance with intermediary functions across branches in the East Coast Region.
• Excellent client services, including proactive response to intermediary needs
• Training and development of the intermediary and their support staff
• Supporting PPS projects and campaigns, with the ability to deliver product and proposition-related presentations.
• Participating in product implementation