PPS Recruitment: Graduate Advisor (West Rand)

The Graduate Advisor will be responsible for prospecting and building a client base within the young professional student base.

Closing date: 12 July 2024

Location: JHB West Rand

Minimum Requirements
Formal Qualifications:

A relevant Bachelors degree or equivalent qualification is required
CFP would be advantageous
South African driver’s 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:

  • 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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