Insure Adviser Assistant

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

Job summary

A leading financial services firm in Pretoria is seeking an Insure Adviser Assistant. This role offers permanent employment with a structured eighteen-month training program to develop skills as an adviser. Responsibilities include liaising with clients, preparing quotations, and issuing policies. Candidates should have a BCom degree and strong communication skills. Apply now to unlock your potential in a supportive environment.

Benefits

On-the-job mentorship

Career development opportunities

Qualifications

• Fluent in spoken and written English and at least one other official South African language.
• 0-2 years experience in the financial services industry.
• Strong technical and administrative skills.

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

Customer Service

Communication skills (verbal & written)

Time Management

Problem solving

Attention to detail

Team player

Education

BCom Degree (preferably majoring in Information Systems, Analytics and Investment Planning / Risk Management)

NQF4 or 5 Short Term Insurance RE5

Tools

MS Office

Job description

Designation: Insure Adviser Assistant | Olympus, Pretoria, Gauteng | PermanentCategory : Administration and OperationsJob Level : Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendentsPosted by : PSG Financial ServicesPosted on : 05 Sep

• Reference Number: POS
• Closing date: 17-Sep-
• Position Type: Permanent
• Location: Pretoria Olympus

Overview

VACANCY | INSURE ADVISER ASSISTANT | OLYMPUS, PRETORIA, GAUTENG | PERMANENTPSG's 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.

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? 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-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 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

Minimum requirements

• Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning / Risk Management) or BCom (Economics) / NQF4 or 5 Short Term Insurance RE5 will be advantageous
• Proficient in both spoken and written English and at least one other of the official South African languages
• 0-2 Years experience in the financial services industry
• Strong technical and administrative skills
• Computer literacy (MS Office)
• FAIS Compliant and completed supervision

Competencies required

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

How to apply

Candidates interested must apply here by no later than 17 September.

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.

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