PSG: Insurance Adviser Assistants (Various locations)


Region: Various locations Company: PSG Wealth Financial Planning (Pty) Ltd Closing Date: 31 March 2021

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: PSG has an exciting career development opportunity for a degreed individual interested in a career as Insure Adviser Assistant within the short-term insurance industry. Overall you will be responsible for supporting the Insure Advisers with servicing their clients based in various locations listed below.


  • Claims administration

  • Oversee payments

  • Client engagement and service

  • Maintain service level agreement deadlines

  • Manage policy renewals

  • Identify and optimize business opportunities from existing clients

  • Ensure FAIS Compliance

  • Load new business policies

Minimum requirements:

  • Completed Bachelor of Commerce in Finance e.g. BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics)

  • Proficient in both spoken and written English and at least one other of the official South African languages

  • 1-2 years relevant experience in the short-term industry

  • Computer literacy (MS Office)

  • Passionate about a career in the short-term insurance industry

Recommended requirements:

  • Completed Regulatory Exams (RE5)


  • Problem solving

  • Attention to detail

  • Client relationship management

Candidates interested must forward their CV with the vacancy title and location in the subject line to by no later than 31 March 2021. If you are not contacted within 2 weeks of your application, please accept that your application was not successful.

Below are the Subjects for each location:

Short-Term Insurance Adviser Assistant - Durban

Short-Term Insurance Adviser Assistant - Johannesburg

Short-Term Insurance Adviser Assistant - Pretoria

Short-Term Insurance Adviser Assistant - Bloemfontein

Short-Term Insurance Adviser Assistant - Northern Cape

Short-Term Insurance Adviser Assistant - Cape Town

Insure Adviser Assistant - Harrismith

Insure Adviser Assistant - Polokwane

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