Associate Advisor (Fixed-Term Contract) at PPS

Qualification:

• Matric 
• Relevant tertiary qualification (NQF 6)
• RE 5 and FAIS accredited and compliant

Experience:

• At least 2 years’ experience preferably in the financial services industry in a sales role within risk and investment spaces
• Previous sales experience with a proven track record Skills and Knowledge:
• Intermediate knowledge of the Life Assurance or Financial Services Industry
• Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.

Duties and Responsibilities

To work extensively with senior financial advisor to generation opportunities by doing the following:

• Build sound long-term relationships with the various external stakeholders and relevant professional bodies
• Generate leads, arrange appointments
• Ensuring maximum penetration, conversion and access to eligible members
• Provide administration support and case management
• Excel within the set PPS sales targets
• Prepare and present proposals to existing and potential clients using state of the art financial planning tools
• Explain complex information relating to financial planning in a clear and simple professionals
• Way Provide suitable advice to best fit the needs and requirements of graduate
• Manage, maintain and build new and existing client relationships
• Adhere to compliance, operational procedures and practice management standards
• Stay abreast with product information, performance and industry changes
• Build a professional network and sustainable business within the graduate professional market