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  • Posted: Feb 23, 2026
    Deadline: Mar 5, 2026
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  • PSG is a leading independent financial services group, with an extensive national footprint and Namibian presence. We have been in operation since 1998, and offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance. PSG has more than 250 offices throughout South Africa, and two offices in Windhoek. Ou...
    Read more about this company

     

    Insure Adviser: Commercial | Hermanus

    Job description:

    • The Adviser is responsible for maintaining a portfolio of clients in short-term commercial insurance products and services to the right clients.

    Responsibilities:

    • Selling of short-term products specialising in commercial lines
    • Drafting Wills
    • Monthly group schemes billings and queries
    • Handling of claims
    • Quotations for clients
    • Follow up on leads
    • Building a client base
    • Advising clients on their short-term insurance needs
    • Handling of incoming and outgoing calls
    • Renewal of policies
    • Building and maintaining good working relationships with clients, product providers, colleagues etc.
    • On-site meeting with clients
    • Dealing with service providers
    • Implement company strategy

    Minimum Requirements:

    • Grade 12
    • NQF 5 Wealth Management
    • NQF 6 Financial Markets and Instruments
    • RE5 Certificate
    • Relevant Class of Business Certificates
    • Minimum of 5 years´ short-term insurance experience in commercial lines
    • DOFA confirmation from FSCA

    Skillset Required:

    • Good verbal and written communication skills
    • Good negotiating skills
    • Highly client-focused with good interpersonal skills
    • Resilient with a good level of stress tolerance
    • Problem solving and analysis
    • Planning and organising
    • Strong sales and marketing experience
    • Own transport

    Closing date:  23-Feb-2026

    Check how your CV aligns with this job

    Method of Application

    Interested and qualified? Go to PSG Konsult Ltd on myfocus.psg.co.za to apply

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