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.
Qualifications
- Relevant commercial / financial tertiary qualification (NQF 6)
- RE5 certification
- Commercial insurance related qualification advantageous
- Post Graduate Diploma in Financial Planning or studying toward this qualification will be advantageous.
- CFP advantageous
- Completion of supervisory process
Experience
2 years financial services experience2 years’ experience in the Financial Services industry in a Sales role within the risk and investment spacesPrevious experience in client services or call centre environment advantageousExperience and track record in high-performance sales environments.Good understanding of SLA in a contact centre spaceDuties and Responsibilities
Providing suitable advice to best fit the needs and requirements of professionals virtuallyAdvising and implementing financial solutions & products virtually and digitally that meet Member’s needs.Engaging clients both on an outcome and an inbound call / digital environmentMaximise each engagement received by attempting to onboard the client to both membership with PPS and a product holder of PPSAchievement of sales targets and objectivesProspecting for own clientsAchievement of annual review objectivesPreparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools virtuallyMeeting clients virtually to understand their financial objectivesVirtually explaining complex information relating to Financial Advisory in a clear and effortless wayManaging, maintaining and building new and existing client relationships virtuallyAdhering to compliance, operational procedures and practice management standards to minimize business riskStaying abreast of product information, performance and industry changesAdapt and change to fit in with changing business operational requirementsSeniority Level
Not Applicable
Employment Type
Full-time
Job Function
Finance and Sales
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