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 focused on holistic financial planning, advice, and sales in risk insurance (ideally 70%), savings and investments, as well as wills, tax, and estate planning. The ideal candidate is an experienced and target-driven financial planner, a graduate familiar with servicing the degreed professional market, holding 4-year or higher qualifications, which is PPS's niche market.
It is a tied agency role of own lead generation.
We offer a competitive risk commission structure with a range of 55% to 100% commission split. An Advisor's performance influences mobility up these risk commission splits. This is a commission-only position from month 13.
We provide work tools (laptop with headset and 3G card).
The position is hybrid, suitable for someone living within a commutable distance to Umhlanga, with flexibility on in-office days for remote workers in outlying areas of KwaZulu Natal.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.