Friday, 21 August 2015

Graduate Financial Adviser At PSG 2015

Company: PSG Wealth Financial Planning (Pty) Ltd
Closing Date: 31 October 2015

Key Performance Areas:

  • actively selling short-term insurance products

  • monitoring and analysing results and reports

  • retaining existing business

  • requesting and closing quotations for clients

  • following up on leads

  • following up on claims and underwriting

  • building a client base

  • cold calling

  • advising clients on short-term insurance needs

  • handling incoming and outgoing calls

  • handling policy renewals

  • developing relationships with clients, product providers and colleagues

  • attending on-site meetings with clients

  • dealing with service providers

  • implementing the company strategy

  • attending job-specific training

 Competencies and Attributes:

  • negotiation skills

  • interpersonal skills

  • problem solving and analysis

  • cross functional awareness

  • planning, organising and good follow-up

  • managing stress

  • seeking sales opportunities

  • computer literacy

 Minimum Requirements

  • very good communication skills (both written and verbal - minimum requirement: English and Afrikaans)

  • minimum qualification: Grade 12 with maths

  • any further tertiary qualification/certificate will be advantageous

  • candidates must be willing to go for psychometric assessments and panel interviews

  • clear credit and criminal record

  • own reliable transport is essential

All suitable candidates are advised to contact us at or

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