Insure Adviser – Pretoria, Gauteng – Permanent | PSG Konsult Ltd

Full Time Insurance

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Job Location : Gauteng, Pretoria

Deadline : February 28, 2026

About the Role

The Insure Adviser is a key revenue-generating role that provides strategic risk management and insurance solutions to high-net-worth clients. By utilizing Salesforce and ServiceNow for portfolio management, this professional ensures compliance with FAIS regulations and mitigates operational risk through precise policy structuring. Their impact is critical to the firm’s growth, as they leverage market data to protect client assets and drive long-term institutional stability.

Job description: 

  • The Adviser will be responsible for the Management of an allocated client base  
  • Client face to face meetings 
  • Liaising and providing feedback to clients  
  • Handling client queries 
  • Handling of incoming and outgoing calls 
  • Following up claims with the relevant departments 
  • 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 of strong relations with colleagues and ensuring adherence to all processes 
  • Maintain Service level agreement deadlines 
  • Bridging the gap between the office and insurance companies 
  • Maintaining a good working relationship with Insurers 
  • Reporting 
  • Manage client retention 
  • Understanding policy wording and various products 

Minimum Requirements: 

  • NQF 4 Short-Term Insurance Certificate (150 credits) 
  • RE 5 Certificate 
  • 3 – 4 Years short-term insurance personal and commercial lines experience 
  • Fully computer literate (Microsoft office 365: Word, Excel and outlook) 
  • Own transport and Valid Driver’s license 
  • Skillset required: 
  • DOFA confirmation from FSCA 
  • 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 
  • Proficient in both spoken and written English and Afrikaans 
  • Good administration, organization and planning skills 

Competencies required: 

  • Hard working 
  • 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 
  • High stress tolerance and resilience 
  • Passion for adding value to clients through superior service levels 
  • Strong Product knowledge 

Deadline:29th December,2025

Career Growth & Education

A Bachelor of Commerce in Finance or Risk Management is the standard entry point, typically followed by the RE5 regulatory examination and a Postgraduate Diploma in Financial Planning. Career progression leads to Senior Partner or Wealth Manager roles, particularly for those who achieve the Certified Financial Planner (CFP) designation. Specialized bootcamps in digital advisory and estate planning provide a path to leadership in global financial consulting and private wealth management firms.

Salary & Financial Insight

Estimated monthly salaries for insurance advisers in Pretoria range from R35,000 to R75,000, often featuring high-value commission structures. Professionals in this sector should prioritize professional indemnity insurance and offshore investment diversification to build a robust personal wealth profile.

How to Apply for this Offer

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