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 assistance to the Short-term Insurance Adviser. 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
- Client face to face meetings if necessary, at the Office
- Liaising and providing feedback to clients of underwriting progress.
- Handling client queries
- Managing Claims
- Bridging the gap between the office and insurance companies
- Maintaining a good working relationship with insurers
- Reporting
- Manage client retention
- Understanding policy wording and various products
Minimum Requirements:
- BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management) or BCom (Economics) / NQF4 Short Term Insurance
- RE 5 Certificate
- 0 – 2 years experience in Financial Services
- Computer literacy (MS Office)
Skill sets required:
- Customer Service
- Communication skills (verbal & written)
- Time Management skills
- Problem solving
- Attention to detail
- Team player
How to apply:
Candidates interested must apply on Indeed by no later than 10th December 2024.
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 2 weeks of your application, please accept that your application was unsuccessful.
Job Type: Full-time
Experience:
- insurance industry: 1 year (Preferred)
License/Certification:
- RE 5 certificate (Required)
- BCom in Finance or similar (Required)
Location:
- Pretoria, Gauteng (Preferred)
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