Graduate Advisor (Boland)

PPS has more than 200 000 members who enjoy access to a comprehensive suite of financial and healthcare products that are specifically tailored to meet the needs of graduate professionals. PPS is the largest South African company of its kind that still embraces an ethos of mutuality, which means that it exists solely for the benefit of its members. Thus, members who are policyholders can exclusively share in the profits of PPS Insurance and those who have PPS Investments products can also share in the profits of PPS Investments.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.