Graduate Advisor (Cape Town, North) at PPS

• 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. The successful candidate must have their own vehicle and driver’s license.

Minimum Requirements    
Formal Qualifications:

• Matric (Grade 12)
• A relevant Bachelors degree or equivalent qualification is required
• CFP would be advantageous
• South African driver’s license and must have own transport

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

Duties and Responsibilities    

• Have a very focused approach toward becoming a professional Financial Planner
• Hosting financial workshops for students and young professionals
• Educating existing clients on sound financial principles
• Guiding students and young professionals to make 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
• Building a client base by selling the PPS student product range to PPS student members
• Adhering to the regulatory and compliance process of the financial industry
• Staying up to date and excelling 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