This is a three-year internship position and is designed to be used as a springboard to launch a young graduate professionalxe2x80x99s 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. 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 driverxe2x80x99s license.
Minimum Requirements
Formal Qualifications:
Matric (Grade 12)
A relevant Bachelors degree or equivalent qualification is required
CFP would be advantageous
South African driverxe2x80x99s 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
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