Personal Portfolio Consultant Internship Job at Badger Holdings Ltd

Requirements

Key Performance Areas (Duties & Responsibilities)

• Assist with client onboarding and relationship management.
• Engage with prospective and existing clients, providing information on products and services.
• Conduct client needs analyses and assist in identifying suitable insurance solutions.
• Handle client service, sales, and claims-related enquiries professionally.
• Maintain strong relationships with clients, referral partners, and insurance partners.
• Follow up on client queries and provide ongoing support throughout the client journey.
• Assist with achieving team sales and service objectives.
• Prepare reports and provide feedback to management when required.
• Stay informed of industry trends and market developments.
• Deliver excellent service to both internal and external stakeholders.

Knowledge, Skills & Abilities

• Strong interpersonal and relationship-building skills.
• Excellent verbal and written communication skills.
• Good organisational and time-management abilities.
• Computer literacy and proficiency in Microsoft Office.
• Ability to multitask and work effectively in a fast-paced environment.
• Strong attention to detail and problem-solving skills.
• Ability to work collaboratively within a team. [

Behavioural Competencies

• Positive, energetic, and professional attitude.
• Proactive approach to work and learning.
• Ability to meet deadlines and performance targets.
• Customer-focused mindset.
• Strong work ethic and willingness to take initiative.
• Ability to handle confidential information responsibly.

Minimum Requirements

• Matric plus a National Diploma or Degree in a related field.
• Must be unemployed and between 18 and 30 years of age.
• Must be a South African citizen.
• Must be willing to work from our offices in Springs, Gauteng.
• No prior experience required.
• A positive attitude, willingness to learn, and passion for customer service are essential.

What You'll Gain

• Practical experience in client portfolio management.
• Exposure to the short-term insurance industry.
• Mentorship and on-the-job training from experienced professionals.
• Development of customer service, sales, and relationship management skills.
• Valuable workplace experience to support your future career growth.