Investment Specialist (Internship) Opportunity at PPS

PPS External Distribution has a one-year internship for a service driven young graduate professional with a strong need for financial independence who seeks superior training and experience in third party marketing and support in the financial services industry

Closing date: 05 July 2024

Location: South Africa

Minimum Requirements

  • Matric
  • A three year or higher bachelor’s degree or national diploma
  • A completed NQF 5 – Wealth Management
  • Experience: Since it is an internship, no experience is required, but experience in the financial services or Life Assurance and Investments industry in a sales and/or service related role will be an advantage

Duties and Responsibilities

  • Intermediate knowledge of the Life Assurance and Investments or Financial Services Industry
  • Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.

Operating Level Requirements (Scope, Responsibilities, Skills and Attributes)

  • Reporting to the Area Manager, the Intern’s role involves business development and relationship management within a base of Life Assurance and Investments Intermediaries with the intention to grow this base.

  • Focus will be 80% Investments & 20% Risk
  • To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and other relevant supporting information.
  • Constant communication and feedback to advisers relating to all aspects of intermediaries operations.
  • To plan, organise and control liaisons with intermediaries, their managers

  • To ensure continuous improvement of service standards to clients.
  • To ensure alignment to Treating Customers Fairly (TCF), in all business practices
  • To identify business opportunities based on data insights

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