PPSPosted on

Fiduciary Specialists (x5) – PPS Insurance Company

Start Date and End Date

07 April 2017 – 21 April 2017

Location

X2 JHB, X1 Pretoria, X1 Cape Town, X1 Durban

Job Title

Fiduciary Specialist x5

Reporting To

Head Fiduciary

Purpose of the Job

To enhance the PPS offering through the provision of Fiduciary Services to Members and to provide training and support to Distribution (Internal and External) on Fiduciary Services.

Key responsibilities

  • Drive new business sales
  • Provide training and support to Distribution
  • To obtain buy-in and support from Distribution

Qualifications

  • BA LLB or suitable Law Degree or Diploma in Trust and Estate Planning
  • CFP would be an advantage Experience

Experience

  • At least 5-10 years’ experience in Fiduciary Services, with a key focus in trust and estate planning
  • Dealing with and engaging with Distribution Channels
  • Dealing with the professional and Private Client markets

Knowledge

  • An in-depth knowledge of Fiduciary Services, including:
  • Wills drafting
  • Estate administration
  • Trust administration
  • Trust and Estate planning

Competencies

  • Strong interpersonal skills
  • Ability to build strong relationships and to expand network of support
  • Ability to engage and obtain support from Distribution
  • Ability to provide training on Fiduciary Services to Distribution
  • Resilience
  • Ability to work without supervision
  • Ability to drive regional sales
  • Ability to co-ordinate and act as a liaison between client/broker or planner/product provider

Email and Queries

Please send CVs and queries directly to Recruitment@pps.co.za.

Download the job specification in PDF Format – click here.

To apply for this job email your details to Recruitment@pps.co.za

Apply using webmail: Gmail / AOL / Yahoo / Outlook