PPS Recruitment Financial Advisor Internship opportunity open for applications at Gauteng, South Africa.
Are you eternally curious and eager to learn and grow your capabilities? Start your career with PPS in the new year!
This is a twenty-four month graduate internship for financial advisors, starting in February. The key purpose of this role is to provide professional financial advice to clients as an accredited PPS representative. You will represent PPS as an advice representative on the Financial Sector Conduct Authority (FSCA) representative register. The successful candidate will be responsible for sourcing, dialling, connecting, meeting, upselling, cross selling, and growing a client base of eligible graduate professionals through the implementation of PPS financial solutions in line with the client’s needs and wants.
Successful completion of the programme will open the door to a career as a commission-earning financial advisor focused on long-term insurance, wills and investments, and servicing only the post-graduate and professional market to protect their dreams, financial goals and wealth.
Minimum Requirements
Education:
- Matric (Grade 12)
- Completed qualification on NQF level 7 (equivalent to a bachelor’s degree, a bachelor of technology or an advanced diploma in South Africa)
- Preference will be given to Post Graduate Diploma/Honours in Financial Planning or Financial Planning Law
Experience:
- None required – graduate position
Skills and Competencies:
- Cold calling techniques
- Closing techniques
- Be able to engage professionally and build rapport
- Building relationships and networking
- Excellent communication skills (verbal, written and presentation) with technical writing skills
- Target driven thinking & a hunger to influence clients
- Negotiation skills
- Presentation skills (both in front of groups & individuals)
- Strong organizational skills
- Attention to detail and high levels of accuracy
- Able to work in a self-directed, fast-paced environment
- Good time management
- Deal with stress in the workplace
- Practice daily discipline to reach personal goals
- Be self-motivated
- Be a self-starter
Duties and Responsibilities
Key Accountabilities
- Find prospective clients – lead generation
- Call prospective clients – cold calling
- Build a professional network and sustainable business within the graduate professional market (both in person and on social media)
- Meet with prospective clients in-person and virtually
- Prepare and present proposals & solutions to prospective clients
- Prospective client onboarding and after sales care
- Provide financial advice and Implementation to prospective clients
- Provide suitable advice to best fit the needs and requirements of graduate professionals
- Set up small worksite marketing events at client offices
- Build a book of clients for yourself.
Only South African citiens who are under the age of 34 will be considered.
The individual must have obtained a NQF Level 7 qualification at the time of applying – with a qualification conferred or letter of completion of qualification received.
Please note that a foreign qualification must be accompanied by a SAQA Certificate of Evaluation (SCoE).
Please note that you are not eligible to apply if have previously been part of any internship/graduate development programme. An affidavit will be required for confirmation from the shortlisted candidates.
Applicants are directed from this job advert to the platform InterviewME for the next step of a video interview and upload of requested documents. Once application is completed on this portal, when ready for the video interview please Click here to start
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