PPS is currently holding a vacant position for a Graduate Advisor (Durban). Invited are qualifying and interested candidates to apply.
Closing date: 22 August 2024 Job Advert Summary
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.
Minimum Requirements Formal Qualifications: CFP would be advantageousSouth African driver's license and must have own transportExperience and Knowledge: Insurance industry-related knowledge and experience would be advantageousKnowledge of the PPS product range and PPS membership would be an advantageComputer Literacy: Computer Literate (MS Office Package)Interpersonal and Intrapersonal skillsSkills: Relating to customers within a diverse marketCommunication in writingCommunicating orally with good presentation skillsQuality orientatedReliableResilientDuties and Responsibilities: Have a very focused approach toward becoming a professional Financial PlannerHost financial workshops for students and young professionalsEducate existing clients on sound financial principlesGuide students and young professionals to make the correct financial choices from the startLiaise with a PPS Marketing Specialist on all marketing activities and workshops on campusMake appointments with existing PPS student members to discuss the PPS student product range and benefitsBuild a client base by selling the PPS student product range to PPS student membersAdhere to the regulation and compliance process of the financial industryStay up to date and excel in terms of qualifications and knowledge of the financial industryMust be willing to be mentored and trained by experienced managers in this newly developed model
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