Insure Adviser Assistant

2 days ago

Middelburg, South Africa PSG Konsult Full time

_**Calling All Finance Graduates**_

Ready to launch your career in the financial world? Join our exclusive programme and secure a permanent position at PSG.

Over 18 months, you will receive world class training and development, guided by seasoned and established advisers and Regional Managers who are committed to your success. This is your golden opportunity to build a thriving career with unmatched support and endless growth potential.

Don’t just dream about your future in finance—make it happen with PSG Financial Services.

**What does the programme offer**:

- Permanent employment
- An eighteen-month training and development plan to develop your knowledge and skills to become an adviser whilst permanently employed
- On-the-job mentorship and training from established financial advisers
- Support, coaching and monitoring from HR, Regional Managers and Heads of Divisions.

**Job description**:
To provide assistance to the Advisers. The position will focus on personal and commercial lines business.

**Responsibilities**:

- Liaising with clients
- Preparing quotations for new and existing clients
- Issuing new policies, renewals and endorsements
- Building and maintaining good working relationships with clients and internal stakeholders
- Recording details and information on the relevant systems
- Handling client queries
- Recording details and information on relevant systems
- Building and maintaining good working relationships with clients and internal stakeholders
- Bridging the gap between the office and insurance companies
- Reporting
- Understanding policy wording and various products

**Minimum Requirements**:

- Matric
- Relevant Bachelors Degree (Bcom in Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics) or BBA / BSc
- NQF 4 Certificate short term insurance (Advantageous)
- RE 5 Certificate (Advantageous)
- 0 - 2 years financial services experience
- Computer literacy (MS Office)

**Skill sets required**:

- Customer Service
- Communication skills (verbal & written)
- Time Management skills
- Problem solving
- Attention to detail
- Team player

**How to apply**:
**Education**:

- Bachelors (required)

**Language**:

- Afrikaans fluently (preferred)

License/Certification:

- RE 5 Certificate (preferred)
- NQF 4 short-term certificate (preferred)

**Location**:

- Middelburg, Mpumalanga (required)

Work Location: In person

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