Graduate Advisor (cape Town South)
Cape Town, Western Cape, South Africa
Job Description
Job Advert Summary
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.
Minimum Requirements
Formal Qualifications:- A relevant Bachelors degree or equivalent qualification is required
- CFP would be advantageous
- South African driverxe2x80x99s license and must have own transport
- Insurance industry-related knowledge and experience would be advantageous
- Knowledge of the PPS product range and PPS membership would be an advantage
- Computer Literate (MS Office Package)
- Relating to customers within a diverse market
- Communication in writing.
- Communicating orally with good presentation skills.
- Quality orientated.
- Reliable.
- Customer focussed.
- Resilient
- Results driven.
Duties and Responsibilities
- Have a very focused approach toward becoming a professional Financial Planner.
- Host financial workshops for 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.
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Job Detail
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Job IdJD1270593
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationCape Town, Western Cape, South Africa
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EducationNot mentioned