Graduate Adviser

2 weeks ago


Pretoria, South Africa PSG Wealth Distribution Full time

**Job description**:
**Responsibilities**:

- Advise clients on medical insurance options and suitability - both personal families and groups
- Client and group visits and induction, ongoing training and presentations to clients
- Assist clients with queries
- Arrange and attend Wellness days
- Ensure CRM data is up to date and accurate
- Year-end & ad hoc client presentations
- Present wellness event reports to clients
- Identifying and providing leads to colleagues in other PSG Wealth service lines
- Keeping up to date with provider amendments

**Minimum requirements**:

- Completed Bachelor of Commerce in Administration / Investments / Financial Planning Law / Financial Sciences / Investment Management)
- Strong administrative skills
- 0-1 years’ relevant Employee Benefits/Healthcare work experience
- FAIS/FICA compliant
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office)
- Own car and valid driver’s license
- Systems, policy and industry knowledge

**Recommended requirements**:

- RE5

**Competencies required**:

- Customer Service
- Communication skills (verbal & written)
- Problem solving
- Attention to detail
- Team player

**Education**:

- Bachelors (required)


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