PPS: Graduate Advisor (Johannesburg)

Position: Graduate Advisor (3A)

Closing Date: 27 November 2020

Division: Graduate Division

Reporting Line: Graduate Sales Manager

Location: Johannesburg West

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

  • Host financial workshops to students and young professionals

  • Educate existing clients on sound financial principles

  • Guide students and young professionals to make the correct financial choices from the start

  • Liaise with a PPS Marketing Specialist on all marketing activities and workshops on campus

  • Make appointments with existing PPS student members to discuss the PPS student product range and benefits

  • Build a client base by selling the PPS student product range to PPS student members

  • Adhere to the regulation and compliance process of the financial industry

  • Stay up to date and excel in terms of qualifications and knowledge of the financial industry

  • Must be willing to be mentored and trained by experienced managers in this newly developed model

Formal Qualifications:

  • Matric

  • A relevant B 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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