senior consultant

6 hours ago

Johannesburg Gauteng, South Africa ASI Financial Services Full time R100 000 - R140 000 per year

KEY RESPONSIBILITIES AND ACCOUNTABILITY

Consulting

  • Demonstrate a strong understanding of the Employee Benefits industry and the products available (medical schemes, retirement funds, group risk, wellness programmes, expatriate benefits, etc.).
  • Conduct in-depth analysis of members' financial needs, provide appropriate advice, record it on the CRM, and share the record of advice with the member.
  • Ensure members clearly understand their benefits, exclusions, and the administration processes of their appointed schemes or funds.
  • Advise members exiting employment (retirement/resignation) on their available options and refer them to an authorised financial planner where necessary.
  • Consult with members who have low investment values (e.g., Red Zone) to encourage contribution increases or investment strategy changes.
  • Conduct and arrange onsite member assist sessions, inductions, and training sessions, ensuring that meeting notes are issued afterwards.
  • Assist in resolving outstanding requirements for new business applications when the AC department cannot resolve after three attempts.
  • Deliver year-end review presentations or open window period presentations when required.

Administration and Query Management

  • Attend to and resolve member and employer queries, escalating complex cases to a senior consultant immediately.
  • Save all client communication on the internal drive and keep clear records of attendance registers, training sessions, onsite sessions, queries, and option change forms.
  • Prepare meeting packs for trustees/committees and distribute meeting notes to all relevant parties.
  • Request data and information from schemes or funds to support projects.
  • Assist with billing discrepancies and membership compliance audits.
  • Provide HR and Payroll with monthly dashboard reports and activity analytics.
  • Assist with daily queries and provide updates on claims.
  • Submit withdrawal, funeral, death, and disability claims for processing.
  • Design member newsletters with fund information.
  • Dispatch benefit statements.
  • Prepare member booklets, presentations, and fund summary reports for employer groups.
  • Assist HR with updated claim forms upon request.
  • Ensure all fund governance documents are saved correctly on the drive.

Professionalism

  • Communicate clearly, effectively, and professionally at all times.
  • Maintain high standards of quality and professionalism (punctuality, dress code, written and verbal conduct).
  • Comply with the FAIS Code of Conduct.
  • Follow ASI's Style Guide and ensure all external communication is peer-reviewed.
  • Treat all clients with dignity and respect.
  • Maintain a neat and organised workstation.
  • Work collaboratively with team members and provide support where needed.
  • Live by ASI's core values.
  • Be consistently available to clients telephonically, or return missed calls promptly.

Cross-Selling

  • Encourage members to purchase additional products that maximise their benefits (e.g., Vitality, Gap Cover).

QUALIFICATIONS, COMPETENCIES, AND EXPERIENCE

  • Matric and FAIS Fit & Proper compliant (NQF Level 5, Regulatory Exams), with ongoing learning expected.
  • MS Office proficient; excellent English proficiency (a second language is advantageous).
  • Valid driver's licence and own vehicle.
  • Minimum 2 years' experience in medical insurance.
  • Employee benefits experience is an advantage.
  • Strong verbal and written communication skills.
  • Exceptional customer service capabilities.
  • Willingness to go the extra mile.
  • Self-managed and proactive.

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