Personal Portfolio Consultant Internship

Job description

As a PPC Intern, you will gain valuable hands-on experience working alongside experienced Personal Portfolio Consultants, learning about client relationship management, insurance solutions, customer service, and portfolio growth.

Key performance areas (duties and 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 and 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.

Please note: Only shortlisted candidates will be contacted. If you have not heard from us within two weeks of the closing date, please consider your application unsuccessful.
African Independent Brokers is committed to employment equity. Candidates from previously disadvantaged backgrounds are encouraged to apply

Posted on 08 Oct 16:16, Closing date 6 Nov