Service Consultant | Centurion, Gauteng | Permanent

PSG Wealth Menlyn; Centurion; On-site; ZAR 300,000 - 420,000; Full time

Job summary

A leading financial services provider in Centurion, Gauteng is seeking a Service Consultant for their Client Care Centre. The role involves assessing insurance applications, resolving client queries, and ensuring compliance with regulations. Candidates must have at least five years of experience in the financial sector, excellent communication skills, and a client-focused approach. This is a permanent position with opportunities for professional development.

Qualifications

• Successful completion of Regulatory Examination Level 1 (Representatives).
• Five years of experience in the financial services industry, focusing on personal lines underwriting.
• Experience in a client services environment.

Responsibilities

• Review individual applications and assess risk.
• Assist with client queries.
• Ensure FAIS compliance of documentation.
• Maintain detailed records.
• Follow up on leads and referrals.
• Correct deviations.
• Complete annual renewals.
• Retain clients.

Skills

Regulatory Examination Level 1 (Representatives)

5+ years experience in financial services

Client services experience

Excellent communication skills

Interpersonal and negotiation skills

Time management and multi-tasking

Policy, product, and systems knowledge

Planning and organizing skills

Customer focused

High stress tolerance & resilience

Job description

Designation: Service Consultant | Centurion, Gauteng | Permanent

Category: Client/Intermediary Services

Job Level: Professionally qualified and experienced specialists and mid-management

Posted by: PSG Financial Services

Posted on: 04 Aug 2025

Reference Number: POS37511

Closing date: 18-Aug-2025

Position Type: Permanent

Location: Centurion Hall Street

Overview

VACANCY | SERVICE CONSULTANT | CENTURION, GAUTENG | 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. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

Job Description

The Client Care Centre provides telephonic personal lines support. The Service Consultant is responsible to review individual applications for insurance to evaluate the degree of risk involved, to determine suitable underwriting solutions, to assist with queries and to complete annual renewals.

Responsibilities

• Analyse individual needs of clients to provide suitable underwriting support
• Assist in resolving clients queries in a timeous manner
• Confirm FAIS compliance of documentation received
• Maintaining detailed record of all actions taken
• Following up on leads and referrals
• Identify and correct deviations
• Complete annual renewals
• Retention of clients
  
  

Skill sets required:

• Regulatory Examination Level 1 (Representatives) successfully completed
• Minimum 5 years’ experience in the financial services industry, with a focus on personal lines underwriting
• Previous working experience in a client services environment
• Excellent verbal and written communication skills
• Excellent interpersonal and negotiation skills
• Strong time management and multi-tasking skills
• Good policy, product and systems knowledge
• Good planning and organising skills
• Highly customer focused
• High stress tolerance & resilience
  
  

How to apply:

Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAk by no later than 18 August 2025. If you are not contacted within 4 weeks of your application, please accept that your application was not successful