Top Jobs at PSG Konsult Ltd

Job description:

• We are seeking a highly experienced Insure Adviser to drive new business growth, develop broker and intermediary relationships, and lead sales performance within the short-term insurance environment.
• This is a senior, performance-driven role requiring extensive insurance sales experience combined with proven business development and people-management capability.

Responsibilities:

• Driving aggressive and sustainable new-business growth.
• Identifying and developing new commercial insurance opportunities.
• Establishing and developing relationships with brokers, intermediaries, strategic partners and prospective clients.
• Building and actively managing the new-business sales pipeline.
• Leading, coaching and holding sales/business-development staff accountable for performance.
• Establishing individual and team KPIs and monitoring performance against agreed targets.
• Developing tactical sales plans aligned with the company's strategic objectives.
• Conducting regular pipeline, conversion and performance reviews.
• Assisting sales staff with complex opportunities, presentations and commercial negotiations.
• Identifying new markets, distribution opportunities and strategic partnerships.
• Working with management to develop annual new-business targets, budgets and forecasts.
• Maintaining appropriate regulatory, compliance and customer-service standards.
• Creating a high-performance sales culture focused on prospecting, activity, conversion and profitable growth.

Minimum Requirements:

• Completed RE 5 Certificate
• Completed NQF 5 Short-term insurance certificate
• Completed Managerial qualification at NQF Level 6 or higher
• Minimum 15 years' experience in the South African short-term insurance industry.
• Minimum 10 years' experience specifically involving commercial short-term insurance.
• Minimum 5 years' experience in a formal sales leadership or sales management position, managing sales teams against measurable KPIs, targets and performance standards

Additional Experience Required:

Previous experience as both:

• an individual sales/business development professional; and
• a sales team leader or manager responsible for the performance of other sales professionals.
• Demonstrable experience managing a B2B sales team of at least 10 sales professionals/ advisors/ business development staff.
• Proven experience in both Personal Lines and Commercial Lines insurance sales environments.
• Proven experience in broker and intermediary relationship management.
• Demonstrable experience in new-business development and client acquisition, including prospecting, qualifying opportunities, developing proposals, commercial negotiations and conversion.
• Demonstrable track record of achieving or exceeding formal sales, premium or new-business targets.
• Proven experience in sales coaching, performance management and development of sales staff.
• Experience translating company strategy into practical sales plans and measurable execution.
• Experience developing and managing sales pipelines, forecasts and tactical business-development plans.
• Working knowledge of the South African regulatory environment applicable to financial services and short-term insurance.
• Demonstrable experience using CRM and digital sales-management systems.

Advantageous Qualifications and Experience:

• Formal project-management training or certification.
• Formal Agile training.
• Experience developing business cases and contributing to annual sales planning and forecasting.
• Managed teams of 10 or more direct reports.
• Worked across direct sales, B2B sales and broker/intermediary distribution channels.
• Held both Business Development Manager/Consultant and Sales Manager/Regional Sales Manager positions during their career.
• Demonstrable national or company-level recognition for exceptional sales performance.
• Experience participating in sales teams responsible for large commercial premium/revenue targets.
• A documented history of developing underperforming sales staff into consistent target-achieving performers.

Closing date:    01-Sept-2026

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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 underwriting assistance to the Advisers. 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

Minimum requirements:

• Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management)  or BCom (Economics)
• No experience, or less than 2 years in the financial services industry
• Proficient in both spoken & written English & at least one other of the SA languages

Competencies required:

• Customer Service
• Communication skills (verbal & written)
• Time Management skills
• Problem solving
• Attention to detail
• Team player

Closing date:    02-Sept-2026

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Job description:

• This job description outlines the responsibilities, requirements, and expectations for existing staff in the role of Member Consultant: Healthcare. The purpose of this document is to reinforce the scope of the position and ensure alignment with operational needs, particularly with respect to client servicing and travel requirements.

Job Overview:

• The Member Consultant: Healthcare is responsible for the day-to-day, on-site servicing and administration of healthcare employer groups. Under the guidance of the Healthcare Account Executive, this role requires active engagement with client HR departments and employees through face-to-face consultations.
• The consultant will be involved in advising on healthcare-related products, resolving queries, conducting member training, assisting with billings, and facilitating onboarding and renewals. This role also includes significant travel to client sites, and a reliable vehicle and a valid driver’s license is essential.

Responsibilities:

Member Support

• Resolve day-to-day member queries within SLA for assigned employer groups.
• Respond timeously to client enquiries, escalating complex matters to the Account Executive.
• Facilitate onboarding for new employees, including plan selection guidance.
• Provide face-to-face query resolution to HR/Payroll and members.
• Deliver client induction presentations and renewal training.
• Assist in developing and rolling out healthcare strategies under guidance.
• Manage relationships between clients and healthcare providers.
• Present products and updates to members and HR groups.
• Support healthcare project rollouts and identify cross-selling opportunities.
• Serve as back-up to other consultants when required.

Administrative and Policy Support

• Maintain accurate and compliant client records.
• Track policy amendments, claims, applications, and coverage changes.
• Monitor the implementation and administration of group healthcare plans.
• Schedule meetings, wellness days, and client presentations.
• Ensure accurate data capture and effective documentation on all admin systems.

Client Relationship Management

• Serve as a key contact point for clients and third-party providers.
• Build trusted relationships with HR/Payroll and assist with their queries (including billing and scheme benefits).
• Provide training to HR on internal procedures and processes.

Compliance and Regulatory Oversight

• Ensure compliance with FAIS, POPIA, and the Medical Schemes Act.
• Maintain “fit and proper” status and complete CPD in a timely manner.
• Use the approved ROA and ensure it is shared in compliance with regulations.
• Attend training sessions to stay updated with industry knowledge.
• Offer and explain complimentary products such as gap cover where applicable.

Reporting and Risk Management

• Keep updated and secure records in line with confidentiality protocols.
• Alert the Account Executive or Senior Management to any client risks.
• Generate relevant reports on client activities and queries.

Minimum requirements:

• Grade 12/Matric
• NQF5 qualification and RE5
• 3–5 years of relevant experience in healthcare/medical aid within financial services.
• Proficient in English and at least one other official South African language.
• Computer literate (MS Office)
• Valid driver’s license and own reliable vehicle (non-negotiable).

Competencies Required

• Strong organisational and multitasking abilities.
• Effective presentation and communication skills.
• Attention to detail and discretion in handling sensitive information.
• Ability to work independently and manage time effectively.
• In-depth knowledge of healthcare benefits, medical schemes, and industry legislation.
• Proficiency in the MS Office Suite (Word, Excel, Outlook, and PowerPoint), with advanced Excel skills, including the use of VLOOKUP/XLOOKUP functions, Pivot Tables, data analysis, and reporting.

Closing date:    03-Sept-2026

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Job description:

• The Wealth Administrator is primarily responsible for performing after sales service to customers, thereby contributing to the ongoing customer relationship.
• The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures.
• The role needs excellent client relationship management and office administrative skills.

Responsibilities:

• Process client queries and instructions
• Gather Policy information
• Handle new application and quotations
• Handle and solve client enquiries (all existing business enquiries)
• Prepare investment review appointments
• Maintain CRM system
• Rebalance and maintain existing portfolios
• Prepare and distribute monthly/quarterly statements
• Office Management and Administration
• New business implementation
• Reception duties
• Ensure FAIS Compliance
• Load new/existing business applications
• Employee benefit administration
• Diary management – new and existing business cases
• Diary management for Wealth Adviser
• Arranging appointments between Wealth Adviser and Clients
• Commission allocation and front office account duties
• Data Capturing of client information – Preparing documents and implementing Life/investment etc. proposals

Minimum requirements:

• Grade 12
• Relevant Financial Industry qualification (Advantage)
• Minimum 2- 5 Years experience in wealth management administration
• Computer literacy (MS Office) – Highly competent in Excel
• Proficient in both spoken and written English as well as one other official South African Language

Competencies:

• Strong technical, organisation, planning and administrative skills
• Able to handle admin pressure
• Excel Spreadsheet and basic accounts
• Communication skills (verbal & written)
• Problem solving
• Attention to detail
• Client Centricity
• Good time management

Closing date:    07-Sept-2026

go to method of application »

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’ll receive world class training and development, guided by seasoned and established financial 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:

• The successful candidate will be responsible for supporting the wealth advisers, management and administration, interacting with clients by managing relationships and providing client services. You will ensure new business implementation, marketing plan implementation and reception duties.

Responsibilities:

• Gather Policy information
• Compile a summary of information
• Preparing of Client Reviews
• Preparing proposals and client reviews according to set template
• Data capturing
• Research product information
• Handle new application and quotations
• Handle and solve client enquiries (all existing business enquiries)
• Diary management for new and existing business cases
• Diary management for Wealth Adviser
• Arrange appointments between Wealth Adviser and Clients
• Prepare investment review appointments
• Maintain CRM system
• Rebalance and maintain existing portfolios
• Prepare and distribute monthly/quarterly statements
• Manage Administrative Documentation (detailed records)
• Build and maintain good working relationships
• Record details of transactions
• Maintain Service Level agreement deadlines
• Deal with Employee Benefit Service Related Queries.
• Manage policy renewals
• Ensure FAIS Compliance
• Load new/existing business policies

Minimum requirements:

• Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management) or BCom (Economics)
• 0-2 Years experience in the financial services industry

Competencies required:

• Customer Service
• Communication skills (verbal & written)
• Time Management skills
• Problem solving
• Attention to detail
• Team player

Closing date:    08-Sept-2026