Insurance Adviser Assistant - 18-Month Training Path

PSG Konsult Ltd.; De Aar; On-site; ZAR 180,000 - 280,000; Full time

Job summary

PSG Financial Services in De Aar, Northern Cape, invites finance graduates to join a permanent Adviser Assistant role as part of an 18-month training and development programme. You will receive on-the-job mentorship from seasoned advisers and regional managers, work on personal and commercial lines, and complete a BCom-based pathway while being permanently employed.

This program emphasizes client liaison, quotations, policy issuance, and strong administrative skills, with English and another SA

Qualifications

• BCom degree(s) related to finance or analytics required.
• Strong numerical and analytical abilities.
• Proficiency in English and another SA official language advantageous.

Responsibilities

• Liaising with clients.
• Preparing quotations for new and existing clients.
• Issuing new policies, renewals and endorsements.
• Building and maintaining relationships with clients and internal stakeholders.
• Recording details on the relevant systems.

Skills

Strong technical

Administrative skills

Customer service

Problem solving

Team player

Education

BCom Degree (Information Systems, Analytics, Investment Planning/ Risk Management)

BCom (Economics)

Job description

PSG Financial Services in De Aar, Northern Cape, invites finance graduates to join a permanent Adviser Assistant role as part of an 18-month training and development programme. You will receive on-the-job mentorship from seasoned advisers and regional managers, work on personal and commercial lines, and complete a BCom-based pathway while being permanently employed.

This program emphasizes client liaison, quotations, policy issuance, and strong administrative skills, with English and another SA