Member Consultant

Recruiter:

Sea Horse View T/A Extraordinary Futures

Job Ref:

JHB005430/GS

Date posted:

Monday, April 25, 2022

Location:

Johannesburg, South Africa

Salary:

300 000

SUMMARY:
Member Consultant
Join Leaders within the health consultancy space

JOB DESCRIPTION:

Requirements

Matric, FAIS Fit & Proper compliant (NQF Level 5, Regulatory Exams)
3 years’ experience in medical insurance

Duties

Demonstrate a good understanding of the Employee Benefits (medical scheme, retirement fund, group risk, employee wellness programme, expatriation health benefits etc.) industry and the products available in the market;
Conduct in-depth analysis of members’ financial needs and provide appropriate advice, record, save onto the 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

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