Graduate Advisor at PPS

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