Personal Portfolio Consultant Intern

About the role

Badger Holdings is offering an internship as a Personal Portfolio Consultant (PPC Intern) in Springs, Gauteng. You will work alongside experienced consultants and learn about client relationship management, insurance solutions, customer service and portfolio growth. No prior experience is required.

Key responsibilities

• Assist with client onboarding and relationship management.
• Engage with prospective and existing clients, giving them information on products and services.
• Conduct client needs analyses and help identify suitable insurance solutions.
• Handle client service, sales and claims enquiries professionally.
• Maintain relationships with clients, referral partners and insurance partners.
• Follow up on client queries and give ongoing support through the client journey.
• Help achieve team sales and service objectives.
• Prepare reports and give feedback to management when needed.
• Stay informed of industry trends and deliver good service to internal and external stakeholders.

Required profile

• Matric plus a National Diploma or Degree in a related field.
• Unemployed and between 18 and 30 years old.
• South African citizen.
• Willing to work from the Springs office; no prior experience required.

Required skills

• Microsoft Office computer literacy.
• Strong interpersonal, communication and organisational skills.
• Attention to detail, problem solving and teamwork.