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  • Posted: Nov 19, 2020
    Deadline: Not specified
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    PPS has more than 200 000 members who enjoy access to a comprehensive suite of financial and healthcare products that are specifically tailored to meet the needs of graduate professionals. PPS is the largest South African company of its kind that still embraces an ethos of mutuality, which means that it exists solely for the benefit of its members. Thus, ...
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    Graduate Advisor

    Purpose of the Job

    Reporting to the Graduate Sales Manager, the Graduate advisor will be responsible for prospecting and building a client base within the young professional student base. 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.

    Key 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 

    Qualifications

    • A relevant B degree or equivalent qualification (CFP would be advantageous)

    Experience

    • Insurance industry related knowledge and experience would be advantageous.
    • Knowledge and Skills
    • Knowledge of the PPS product range and PPS membership would be an advantage 
    • Relating to customers within a diverse market        
    • Communicating in writing                
    • Communicating orally with good presentation skills
    • Quality Orientated                      
    • Reliable                                              
    • Customer focused
    • Resilient
    • Results-driven

    Computer literacy

    • MS Office package

    Method of Application

    Interested and qualified? Go to PPS on www.linkedin.com to apply

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