Website PPS
PPS has more than 200 000 members who enjoy access to a comprehensive suite of financial and healthcare products that are specifically tailored to meet the needs of graduate professionals. PPS is the largest South African company of its kind that still embraces an ethos of mutuality, which means … read morethat it exists solely for the benefit of its members. Thus, members who are policyholders can exclusively share in the profits of PPS Insurance and those who have PPS Investments products can also share in the profits of PPS Investments.
Qualification:
Matric.
A three year or higher bachelor’s degree or national diploma.
A completed NQF 5 – Wealth Management or RFP 3 would be advantageous.
Experience:
At least 2 years’ experience in the financial services or Life Assurance industry in a sales and/or service related role.
Duties and Responsibilities
To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and other relevant supporting information.
Constant communication and feedback to advisers relating to all aspects of intermediaries operations.
To plan, organise and control liaisons with intermediaries, their managers.
To ensure continuous improvement of service standards to clients.
To ensure alignment to Treating Customers Fairly (TCF), in all business practices.
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