Job Description

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Job Advert Summary

To manage Broker sales for the PPS. He/ she is responsible for managing Broker Consultants & Investment Specialists, training Brokers and achieving sales targets for the unit.



The focus of this job is making connections with people, motivating and inspiring them to achieve results. Poise and an engaging, empathetic communication style based on natural warmth and enthusiasm is the key to achieving the goals of this job.



The work involves driving toward results by enrolling the commitment and buy-in of others. While the job requires strong initiative and self-direction, results are only achieved with and through people.

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Minimum Requirements

Formal Qualifications

A bachelor's degree is essential and an Honours degree and PPS membership would be preferably

Certified Finance Planner would be advantageous

Experience

At least 3-4 years Sales Management experience in sales and distribution within the Financial Services or similar environment

3 to 5 years' experience in Insurance product sales or advice

Proven track record in people management and leading a sales team

Proven track record in achieving sales targets

The establishment of a good network and collaborative relationships with the broker space to support the achievement of sales targets

Knowledge

Knowledge and understanding of the dynamics of the graduate professional client market

Knowledge of best practise in financial services

Working knowledge of TCF and the need for consistency in advice and service delivery across the channel to mitigate against reputational ad miss-selling risk








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Duties and Responsibilities

Responsibilities

Be responsible for the following, as well as to build, train and develop a team of quality Broker Consultants & Investment Specialists who will be expected to:


Identify, recruit, train and license Financial Advisers (advisers) Vest advisers in the professional marketplace Agree on targets and service levels with advisers Support and service advisers in their sales efforts by preparing quotes, Statements of Benefits and other relevant supporting information Establish, build and maintain business relationships with Key Stakeholders and Office bearers at University Establish and Maintain a high level of exposure, presence, communication and activity at University among all levels of Office bearers, and students Arrange, co-ordinate and support all sales campaigns and activities by PPS at University Monitor the flow of and resolve any problems relating to the successful submissions of application forms for PPS Benefits Coordinate and facilitate presentations to PPS and prospective members. Plan, organize and control liaisons with advisers, their managers as well as university contacts. Grow new intermediary relationships in order to build PPS Membership * Take responsibility for growing investment gross flows, premium income and member numbers Manage a budget and expenditure and logistics of a decentralized office