This is a three year internship position and is designed to be used as a springboard to launch a young graduate professionals 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.
Formal Qualifications
- A relevant B degree or equivalent qualification (CFP would be advantageous)
- Insurance industry related knowledge and experience would be advantageous.
- Knowledge of the PPS product range and PPS membership would be an advantage
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.
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
MS Office package
Interpersonal and Intrapersonal Skills
- Relating to Customers within a diverse market
- Communicating in writing
- Communicating Orally with Good presentation skills
- Quality Orientated
- Reliable
- Customer Focused
- Resilient
- Results Driven
As a responsible employer, PPS encourages you to vaccinate and take the recommended vaccine boosters. The Company reserves the right to amend this stance, as and when required.
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