Employee Benefits Adviser Assistant Woodmead

**Designation**:

Employee Benefits Adviser Assistant | Woodmead, Bryanston, Gauteng

**Category**:

Adviser Development Programme

**Job Level**:

Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents

**Posted by**:

PSG Financial Services

**Posted on**:

26 Aug 2024

**Reference Number**:

POS37005

**Closing date**:

01-Sep-2024

**Position Type**:

Permanent

**Location**:

Bryanston

**Overview**:
**VACANCY | EMPLOYEE BENEFITS ADVISER ASSISTANT | WOODMEAD, BRYANSTON | PERMANENT**

PSG’s commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

**Calling All Finance Graduates**

Ready to launch your career in the financial world? Join our exclusive programme and secure a permanent position at a PSG Adviser office nationwide—no prior experience needed

Over 18 months, you’ll receive world class training and development, guided by seasoned and established financial advisers and Regional Managers who are committed to your success. This is your golden opportunity to build a thriving career with unmatched support and endless growth potential.

Don’t just dream about your future in finance—make it happen with PSG Financial Services.

**What does the programme offer**:

- Permanent employment in one of our PSG Adviser offices situated in 255 locations nationwide
- An eighteen-month training and development plan to develop your knowledge and skills to become an adviser whilst permanently employed
- On-the-job mentorship and training from established financial advisers
- Support, coaching and monitoring from HR, Regional Managers and Heads of Divisions.

**Job description**:
PSG has an exciting opportunity for an applicant who will be responsible for primarily performing the tasks that comprises of after sales service offering to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service Model and Procedures. You will be required to hold a moderate level of technical knowledge to perform the role. The role needs excellent relationship management, secretarial and administrative skills

**Responsibilities**:

- Interact with clients (management of relationships and providing client services)
- Medical Aid New Member Onboarding
- New business implementation
- Claims Management and execution on all medical aids
- Prepare client files
- Process client queries and instructions
- Administer all products & processes, including claims and billing
- Coordinate prospecting projects
- Research product information
- Maintain CRM system

**Minimum Requirements**:

- BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
- Regulatory Exam for Representatives passed - advantageous
- At least 1-2 year’s relevant work experience within the financial industry (Healthcare)
- Excellent computer literacy and knowledge of MS Office - Excel, Word
- Proficient in both spoken and written English and at least one other of the official South African languages

**Competencies**:

- Strong Administration, Organising and planning skills
- Communication and interpersonal skills
- Attention to detail
- Problem solving
- Analytical skills and able to handle admin pressure
- Ability to operate independently
- Resilience

**How to apply**: