Graduate Insurance Adviser Assistant — 18-Month Training

PSG Konsult Ltd.; Langebaan; On-site; ZAR 120,000 - 160,000; Full time

Job summary

PSG Konsult Ltd. in Langebaan, Western Cape, invites graduates to join an eighteen-month training and development program to become an adviser while remaining permanently employed.

You will receive mentorship from experienced advisers and regional managers to support your growth. The program focuses on personal and commercial lines, with responsibilities including client liaison, quotations, policy issuance, and maintaining relationships.

Qualifications

• Bachelor’s degree in Financial Planning/Investment Planning/Risk Management/Economics/Accounting/Business Management or LLB preferred.
• 0-2 years’ experience in the financial services industry advantageous but not compulsory.
• Strong computer literacy (MS Office) – especially Excel and PowerPoint.
• Strong technical and administrative skills.
• Customer service.
• Problem solving.
• Team player.

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

Skills

MS Office

Excel

PowerPoint

Customer service

Problem solving

Team player

Education

Bachelor’s Degree in Financial Planning/Investment Planning/Risk Management/Economics/Accounting/Business Management

LLB

Tools

MS Office

Job description

PSG Konsult Ltd. in Langebaan, Western Cape, invites graduates to join an eighteen-month training and development program to become an adviser while remaining permanently employed.

You will receive mentorship from experienced advisers and regional managers to support your growth. The program focuses on personal and commercial lines, with responsibilities including client liaison, quotations, policy issuance, and maintaining relationships.