Insure Adviser Assistant

Psg Konsult; Noord-Kaap; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in South Africa is seeking an Insure Adviser Assistant in Kimberley. The role involves providing underwriting assistance, preparing quotations, and building relationships with clients. Candidates should have a completed BCom degree and a maximum of 2 years experience in finance. This position offers permanent employment with an 18-month training plan and mentorship from established advisers.

Benefits

Permanent employment

Eighteen-month training and development plan

On-job mentorship and training

Qualifications

• Completed BCom Degree with relevant majors or equivalent qualification.
• No more than 2 years experience in the financial services industry.
• Strong technical and administrative skills.

Responsibilities

• Provide underwriting assistance to Advisers.
• Liaise with clients and prepare quotations.
• Issue new policies, renewals, and endorsements.
• Build relationships with clients and stakeholders.
• Record details on relevant systems.

Skills

Customer Service

Communication skills

Time Management

Problem solving

Attention to detail

Team player

Education

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

NQF4 / 5 in Short Term Insurance

Job description

Job Information

Designation: Insure Adviser Assistant | Kimberley, Northern Cape | Permanent
Category: Administration and Operations
Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by: PSG Financial Services
Posted on: 27 Oct

• Reference Number : POS
• Closing date : 10-Nov-
• Position Type : Permanent Location : Kimberley Jan van Zyl Street

Overview

VACANCY | INSURE ADVISER ASSISTANT | KIMBERLEY, NORTHERN CAPE | PERMANENT
PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce.

Employment Equity

In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

Calling All Finance Graduates

Ready to launch your career in the financial world?

Programme Highlights

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. Apply now and unlock your potential.

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‑job mentorship and training from established financial advisers
• Support, coaching and monitoring from HR, Regional Managers and Heads of Divisions

Job Description

To provide underwriting 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

Qualifications

Minimum requirements:
- Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning / Risk Management) or BCom (Economics) / NQF4 / 5 in Short Term Insurance
- No more than 2 years experience in the financial services industry
- Strong technical and administrative skills
- FAIS Compliant and completed supervision

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

Application Process

Candidates interested must apply here by no later than 10 November.

OR browse available PSG Careers vacancies. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information.

Additional Information

If you are not contacted within 4 weeks of your application, please accept that your application was not successful.

For more information about careers at PSG, visit