Virtual Financial Advisor

Virtual Financial Advisor - PPS | BeBee Back Virtual Financial Advisor

Finance

PPS

Johannesburg , South Africa Today Until 2026/07/15 Full time Hybrid Save Apply now Adapt my CV to this job

Job description 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. , Requirements ,

Qualifications

Relevant commercial/financial tertiary qualification (NQF 6)

RE5

Commercial insurance related qualification advantageous

Post Graduate Diploma in Financial Planning or studying towards this qualification will be advantageous.

CFP advantageous

Completion of supervisory process

Experience

2 years financial services experience

2 years' experience in the Financial Services industry in a Sales role within the risk and investment spaces

Previous experience in client services or call centre environment advantageous

Experience and track record in high-performance sales environments.

Good understanding of SLA in a

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