PPS: Graduate Intern – Financial Advisor

This is a twenty-four (24) month graduate internship. 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 for eligible graduate professionals through 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 and investments and servicing only the post-graduate student and professional market to protect their dreams, goals and wealth.

·        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 & present proposals & solutions to prospective clients

·        Prospective client onboarding and after sales

·        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

·        Matric (Grade 12)

·        Completed Degree on NQF level 7 (equivalent to a bachelor’s degree 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 organisational 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