Member Consultant
- Bryanston, Johannesburg
- Permanent
- Full-time
Conduct in-depth analysis of members’ financial needs and provide appropriate advice, record, save onto a CRM and provide member with a copy of the record of advice;
Ensure that members understand the benefits, exclusions, administration processes and procedures of their appointed schemes/funds;
Advise members who are leaving their employers (retirement/resignations) of their options (e.g. continuation, transfers, preservations options, tax implications, etc.) and refer them to an authorised financial planner for advice;
Consult with members who have low investment (e.g. Red zone) to encourage them to increase their contributions or change their investment strategy;
Conduct and arrange onsite member assist sessions, inductions, and training sessions. Ensure meeting notes are sent out for these engagements.
Year end review presentations or where there is an open window period when required.Requirements & Qualifications:
✔️ Grade 12 Matric/ National Senior Certificate
✔️ The Member Consultant would be required to be compliant with the legislative requirements of the industry. FAIS Fit & Proper compliant (NQF Level 5, Regulatory Exams)
✔️ 3 years’ experience in Health Care Administration
✔️Must have own vehicle and valid driver’s licence💡 Competencies:
✔️Exceptional written & verbal communication skills (English)
✔️Customer-focused mindset
✔️Problem Solving
✔️Attention to detail
✔️Deadline-driven
✔️Keen to work in a growing group and make a difference