Hybrid Broker Consultant and Investment Specialist (Johannesburg West)

at  PPS Recruitment

JOB ADVERT SUMMARY

PPS External Distribution has an opportunity for a hybrid development role combining the skills and experience of a Broker Consultant and an Investment Specialist.
Primary responsibility will be the provision of Life Assurance & Investment support to financial intermediaries. Proven track record of sales ability and ability to expand the PPS Life Assurance & Investments business in the region by building long-term relationships with intermediaries, including high net worth intermediaries.
The role involves business development and relationship management within a base Intermediaries that we are intending to grow. The Hybrid role must work with and through others to build and maintain relationships. Working closely and accurately within established guidelines is essential in this role. The Hybrid role must be aware of and responsive to the needs and concerns of customers.
Reporting to the Area Manager, the Hybrid role involves business development and relationship management within a base of Life Assurance & Investment Intermediaries with the intention to grow this base.

QUALIFICATION:

• Matric.
• Bachelor’s degree in commerce or related field essential / A track record of experience and industry related qualifications.
• RE5 will be advantageous.
• A completed NQF 5 – Wealth Management or RFP 3 will be advantageous.
• CFP and/or investments related honours degree will be an advantage.

EXPERIENCE:

• At least 3 to 5 years’ experience within the IFA, investment or linked product markets, preferably working at a LISP or retail asset management business.
• Experience in Life Assurance will be an advantage.
• Discretionary Fund Manager’s and/or multi management experience would be advantageous.

Knowledge:

• Intermediate knowledge of the Life Assurance or Financial Services Industry.
• Technical knowledge about investments, investment industry & trends
• Knowledge around Discretionary Fund Manager’s, ASISA categories and related asset managers is a pre-requisite.
• Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.

INTERPERSONAL AND INTRAPERSONAL SKILLS:

• Relating to Customers.
• Excellent communication skills.
• Quality Orientated.
• Reliable.
• Customer Focused.
• Resilient.
• Results Driven.
• Service driven professional with a strong need for financial independence.
• Demonstrable training delivery skills are essential.
• Self-discipline to work unsupervised and to maintain CRM system.
• Strong presentation skills.
• Relationship management – networking.
• Communication - verbal & written.
• Performance driven.
• Innovative thinking and problem-solving