Job Advert Summary
Are you eternally curious and eager to learn and grow your capabilities? Start your career with PPS in the new year!
The key purpose of this role is to provide professional financial advice to clients as an accredited PPS representative. You will represent PPS as an advice representative on the Financial Sector Conduct Authority (FSCA) representative register. The successful candidate will be responsible for sourcing, dialing, connecting, meeting, upselling, cross-selling, and growing a client base of eligible graduate professionals through the implementation of PPS financial solutions in line with the client's needs and wants.
This is a 24-month graduate internship programme.
The office locations for this position of an onsite work setting are: Parktown (border Killarney), Umhlanga Ridge Durban, Newton Park Port Elizabeth, and Newlands or Durbanville Cape Town.
Minimum Requirements
Education:
Matric (Grade 12)
Completed Degree on NQF level 7 (equivalent to a bachelor's degree or an advanced diploma in South Africa - non-negotiable minimum requirement)
Preference will be given to Post Graduate Diploma/Honours in Financial Planning
Experience:
None required – graduate position
Skills and Competencies:
Cold calling techniques
Closing techniques
Ability to engage professionally and build rapport
Building relationships and networking
Excellent communication skills (verbal, written, and presentation) with technical writing skills
Target-driven thinking & a hunger to influence clients
Negotiation skills
Presentation skills (both in front of groups & individuals)
Strong organisational skills
Attention to detail and high levels of accuracy
Able to work in a self-directed, fast-paced environment
Good time management
Ability to deal with stress in the workplace
Practice daily discipline to reach personal goals
Self-motivated and a self-starter
Duties and Responsibilities
Key Accountabilities:
Find prospective clients – lead generation
Call prospective clients – cold calling
Build a professional network and sustainable business within the graduate professional market (both in person and on social media)
Meet with prospective clients in-person and virtually
Prepare and present proposals & solutions to prospective clients
Prospective client onboarding and after-sales care
Provide financial advice and implementation to prospective clients
Provide suitable advice to best fit the needs and requirements of graduate professionals
Set up small worksite marketing events at client offices
Build a book of clients for yourself.
Should your application make round 1, you will be contacted and directed to a platform for a video interview.
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