Personal Portfolio Consultant Internship

Badger Holdings (Pty) Ltd; Springs; On-site; ZAR 67,000 - 112,000; Part time

Job summary

Badger Holdings (Pty) Ltd in Springs is seeking a PPC Intern to gain hands-on experience in client portfolio management, insurance solutions, customer service, and portfolio growth.

You will assist with onboarding, client inquiries, needs analyses, and learning from experienced professionals while developing sales, relationship management, and reporting skills.

Qualifications

• Matric and a national diploma or degree in a related field.
• Must be unemployed and between 18 and 30 years of age.
• Must be a South African citizen.
• Must be willing to work from our offices in Springs, Gauteng.
• No prior experience required.
• A positive attitude, willingness to learn, and passion for customer service are essential.

Responsibilities

• Assist with client onboarding and relationship management.
• Engage with prospective and existing clients, providing information on products and services.
• Conduct client needs analyses and assist in identifying suitable insurance solutions.
• Handle client service, sales, and claims-related enquiries professionally.
• Maintain strong relationships with clients, referral partners, and insurance partners.
• Follow up on client queries and provide ongoing support throughout the client journey.
• Assist with achieving team sales and service objectives.
• Prepare reports and provide feedback to management when required.
• Stay informed of industry trends and market developments.
• Deliver excellent service to both internal and external stakeholders.

Skills

Interpersonal skills

Verbal and written communication

Organisational skills

Time management

Education

Matric

National diploma or degree in related field

Tools

Microsoft Office

Job description

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Remuneration: market-related Location: Springs Job level: Student Type: Contract Reference: #BH-504 Company: Badger Holdings

Job Description

As a PPC Intern, you will gain valuable hands-on experience working alongside experienced Personal Portfolio Consultants, learning about client relationship management, insurance solutions, customer service, and portfolio growth.

Key Performance Areas (duties And Responsibilities)

• Assist with client onboarding and relationship management.
• Engage with prospective and existing clients, providing information on products and services.
• Conduct client needs analyses and assist in identifying suitable insurance solutions.
• Handle client service, sales, and claims-related enquiries professionally.
• Maintain strong relationships with clients, referral partners, and insurance partners.
• Follow up on client queries and provide ongoing support throughout the client journey.
• Assist with achieving team sales and service objectives.
• Prepare reports and provide feedback to management when required.
• Stay informed of industry trends and market developments.
• Deliver excellent service to both internal and external stakeholders.

Knowledge, Skills And Abilities

• Strong interpersonal and relationship-building skills.
• Excellent verbal and written communication skills.
• Good organisational and time-management abilities.
• Computer literacy and proficiency in Microsoft Office.
• Ability to multitask and work effectively in a fast-paced environment.
• Strong attention to detail and problem-solving skills.
• Ability to work collaboratively within a team.

Behavioural competencies:

• Positive, energetic, and professional attitude.
• Proactive approach to work and learning.
• Ability to meet deadlines and performance targets.
• Customer-focused mindset.
• Strong work ethic and willingness to take initiative.
• Ability to handle confidential information responsibly.

Minimum requirements:

• Matric plus a national diploma or degree in a related field.
• Must be unemployed and between 18 and 30 years of age.
• Must be a South African citizen.
• Must be willing to work from our offices in Springs, Gauteng.
• No prior experience required.
• A positive attitude, willingness to learn, and passion for customer service are essential.

What you'll gain:

• Practical experience in client portfolio management.
• Exposure to the short-term insurance industry.
• Mentorship and on-the-job training from experienced professionals.
• Development of customer service, sales, and relationship management skills.
• Valuable workplace experience to support your future career growth.

African Independent Brokers is committed to employment equity. Candidates from previously disadvantaged backgrounds are encouraged to apply

Closing date 6 Nov