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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Please note if you have not received feedback within two weeks, please consider your application unsuccessful for this particular opportunity.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Member Consultant

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