Insure Adviser Assistant | Tzaneen, Limpopo | Permanent

PSG Wealth Menlyn; Tzaneen; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services company in Tzaneen seeks an Insure Adviser Assistant to assist with short-term insurance tasks. Responsibilities include liaising with clients, preparing quotations, and maintaining good client relations. Candidates should have a Matric Certificate, NQF 4 in Short Term Insurance, and 0-2 years of financial services experience. This permanent role offers on-the-job training and mentorship.

Benefits

Permanent employment

Mentorship from experienced advisers

Training and development plan

Qualifications

• Matric Certificate required.
• 0 – 2 years financial services experience.
• NQF 4 in Short Term Insurance or relevant Bcom in Finance or related fields.

Responsibilities

• Provide assistance to the Insure Adviser focused on short-term insurance.
• Liaise with clients and prepare quotations.
• Issue new policies and maintain client relationships.

Skills

Good administration skills

Planning and organising skills

Time management skills

Client focused

Interpersonal skills

Stress tolerance

Adherence to strict deadlines

Education

Matric Certificate

NQF 4 in Short Term Insurance or relevant Bcom

RE5 (Advantageous)

Tools

MS Office

Job description

Overview

Designation: Insure Adviser Assistant | Tzaneen, Limpopo | 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: 08 Sep 2025

Reference Number: POS40051

Closing date: 22-Sep-2025

Location: Tzaneen Short Term | Permanent

PSG’s commitment to transform and embrace diversity 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.

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 assistance to the Insure Adviser. The position will focus on short-term insurance specifically.

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

• Matric Certificate
• NQF 4 in Short Term Insurance OR relevant Bcom in Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management OR BCom (Economics) or BBA / BSc
• RE5 (Advantageous)
• 0 – 2 financial services experience
• Computer literacy (MS Office)

Skillset Required

• Good administration skills
• Planning and organising skills
• Time management skills
• Highly client focused with good interpersonal skills
• Resilient with a good level of stress tolerance
• Adherence to Strict Deadlines

How to apply

Candidates interested must apply here by no later than 22 September 2025 or browse available PSG Careers vacancies at http://bit.ly/3bD2iAk.

By submitting your application, you give 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 consider that your application was not successful. For more information about careers at PSG, visit https://www.psg.co.za/careers