Insure Adviser Assistant

1 week ago

Tzaneen, 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 Insure Adviser. The position will focus on short-term insurance specifically.

**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

**Minimum requirements**:

- Matric Certificate
- NQF 4 in Short Term Insurance OR relevant Bcom in Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics) or BBA / BSc
- RE5 (Advantageous)
- 0 - 2 financial services experience
- Computer literacy (MS Office)

**Skillset Required**:

- Good administration skills
- Planning and organising skills
- Time management skills
- Highly client focused with good interpersonal skills
- Resilient with a good level of stress tolerance
- Adherence to Strict Deadlines

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

- Bachelors (preferred)

**Experience**:

- short-term insurance: 1 year (preferred)

**Language**:

- Afrikaans (preferred)

License/Certification:

- NQF 4 Short-term insurance certificate (preferred)
- RE 5 certificate (preferred)
- Valid license (required)

**Location**:

- Tzaneen, Limpopo (preferred)

Work Location: In person

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