Graduate Advisor (Port Elizabeth)
Location | Port Elizabeth, South Africa |
Date Posted | June 2, 2021 |
Category |
Other
|
Job Type |
Full-time
|
Currency | ZAR |
Description
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.
The Graduate Advisor will be responsible for prospecting and building a client base within the young professional student base.
Duties & Responsibilities
- Have a very focused approach towards becoming a professional Financial Planner
- Building a client base by selling the PPS student product range to PPS student members
- Hosting financial workshops for students and young professionals
- Educate existing clients on sound financial principles
- Must be willing to be mentored and trained by experienced managers in this newly developed model
- Guiding students and young professionals on making 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
- Adhering to the regulation and compliance process of the financial industry
- Staying up to date and excel in terms of qualifications and knowledge of the financial industry
Desired Experience & Qualification
Formal Qualifications:
- Matric (Grade 12)
- A relevant Bachelor’s degree or equivalent qualification
- CFP would be advantageous
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