Graduate advisor

Internship

Position: Graduate Advisor (3A)                                                                                                   

Closing Date: 31 August 2021

Business Unit: Graduate Division

Reporting Line: Graduate Sales Manager

Location: Cape Town South

 

Purpose of the Job:

 

This is a three-year internship position and is designed to be used as a springboard to launch a young graduate professional’s career in the financial industry. The successful candidate must have the desire and long-term vision to build a professional practice for professionals by marketing risk and investment products from a well-established platform. Because this period is recognised as the building period, the intern will have to be target-orientated and motivated by incentive remuneration, as the package is incentivised and linked to sales targets.

The Graduate Advisor will be responsible for prospecting and building a client base within the young professional student base.

Main duties and responsibilities:

  • Have a very focused approach towards becoming a professional Financial Planner
  • Building a client base by selling the PPS student product range to PPS student members
  • Hosting financial workshops for students and young professionals
  • Educate existing clients on sound financial principles
  • Must be willing to be mentored and trained by experienced managers in this newly developed model
  • Guiding students and young professionals on making the correct financial choices from the start
  • Liaising with a PPS Marketing Specialist on all marketing activities and workshops on campus
  • Making appointments with existing PPS student members to discuss the PPS student product range and benefits 
  • Adhering to the regulation and compliance process of the financial industry
  • Staying up to date and excel in terms of qualifications and knowledge of the financial industry

 

Formal Qualifications:

  • Matric (Grade 12)
  • A relevant Bachelor’s degree or equivalent qualification
  • CFP would be advantageous

 

Experience and Knowledge:

  • Insurance industry related knowledge and experience would be advantageous
  • Knowledge of the PPS product range and PPS membership would be an advantage

 

Computer Literacy:

  • Computer Literate (MS Office Package)

 

Interpersonal and Intrapersonal Skills:

  • Able to relate to customers within a diverse market
  • Customer Focused 
  • Good verbal and written communication skills       
  • Good presentation skills
  • Results Driven
  • Quality Orientated                       
  • Reliable                                         
  • Resilient

 

Preference will be given to Employment Equity candidates

Please send your applications to RECRUITMENT@PPS.CO.ZA

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