VACANCY | INSURE ADVISER: COMMERCIAL | WOLWESPRUIT, 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.
The Insure Advisor will be responsible for the Portfolio Management of an allocated client base as well as tasked to generate new business for the branch
- Client face to face meetings
- Liaising and providing feedback to clients
- Handling client queries
- Underwriting and managing client renewals
- Handle new application and quotations
- Arrange appointments with clients (on-site meetings)
- Maintain MyPractice system
- Manage Administrative Documentation (detailed records)
- Ensure FAIS Compliance
- Recording details and information on relevant systems
- Building and maintaining good working relationships with clients and internal stakeholders
- Maintain Service level agreement deadlines
- Bridging the gap between the o4ice and insurance companies
- Maintaining a good working relationship with insurers
- Reporting
- Manage client retention
- Understanding policy wording and various products
- Fully computer literate (Microsoft Office 365: Word, Excel and Outlook)
- Completed NQF Level 4/5 in Short term insurance qualification
- Regulatory examination RE5 successfully completed (Representative)
- DOFA confirmation from FSCA
- Fit and proper Product specific training.
- No less than 7 years relevant work experience as an Insure Adviser
- Empathy
- Integrity
- Resilient
- Responsibility
- Attention to detail
- Ability to operate independently and in a team environment
- Good verbal and written communication skills
- Good administration skills
- Excellent planning and organising skills
- Problem solving and analysis
- Time management skills
- Good negotiation skills.
- Strong work ethic, able to work with high volumes of pressure
- Highly client focused with good interpersonal skills. (Customer Service)
- Teamwork
Candidates interested must apply here by no later than 17 July 2026 OR browse available PSG Careers vacancies http://bit.ly/3bD2iAk.
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 4 weeks of your application, please accept that your application was not successful.
