Member Consultant

SUMMARY:
We are looking for Member Consultants with healthcare/medical experience 


Demonstrate a good understanding of Employee Benefits industry and the products available in the market, including medical schemes, retirement funds, group risk, employee wellness programmes, expatriation health benefits etc.
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.

Looking for candidates in Rustenburg, Mpumalanga, Limpopo and the Free State

POSITION INFO:
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