Purpose of the Job:
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 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 tied agency role of own lead generation.
We have a competitive risk commission structure with a range of 55% to 100% commission split. An Advisor's performance determines mobility up these risk commission splits. It is a commission only position from month 13.
We provide work tools (laptop with headset and 3G card).
The position is hybrid for one living within a commutable distance to Umhlanga and open to agreement on in-office days for one working remotely in outlying areas of the KwaZulu Natal province.
Financial Advisor KwaZulu Natal • Durban, ZA
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