Insure Adviser Assistant: 18-Month Training to Advisor

PSG Konsult Ltd.; Noord-Kaap; On-site; ZAR 200,000 - 260,000; Full time

Job summary

PSG Financial Services in Kimberley offers an Insure Adviser Assistant (ADP) program. Over 18 months, you will receive training and mentorship while permanently employed, focusing on personal and commercial lines.

The programme provides on-the-job guidance from experienced advisers and HR support, enabling growth into advisory roles with exposure to clients and underwriting activities.

Qualifications

• Completed BCom Degree (preferred majors listed).
• No or minimal experience in financial services.

Responsibilities

• Liaising with clients to understand needs and requirements.
• Preparing quotations for new and existing clients.
• Issuing new policies, renewals and endorsements.
• Building and maintaining relationships with clients and internal stakeholders.
• Recording details and information on relevant systems.
• Support underwriting for Advisers in personal and commercial lines.

Skills

Client liaison

Quotation preparation

Policy issuance

Relationship building

Record keeping

Customer service

Problem solving

Team player

Education

BCom Degree with IS/Analytics/Investment Planning or Risk Management

Job description

PSG Financial Services in Kimberley offers an Insure Adviser Assistant (ADP) program. Over 18 months, you will receive training and mentorship while permanently employed, focusing on personal and commercial lines.

The programme provides on-the-job guidance from experienced advisers and HR support, enabling growth into advisory roles with exposure to clients and underwriting activities.