Job Overview
The Member Consultant: Group Risk and Retirement is responsible for the day-to-day, on-site servicing and administration of employer groups within the Group Risk and Retirement team.
Under the guidance of the Group Risk and Retirement Account Executive, this role requires active engagement with client HR departments and employees through face-to-face and online consultations.
The consultant will be involved in advising on group risk and retirement-related products, resolving queries, conducting member training, assisting with billings, and facilitating onboarding and offboarding.
In addition, as a Member Consultant you will be required to assist the Account Executive with compiling Advisory Body packs, attending the Advisory Body meetings and taking minutes from meetings.
This role also includes significant travel to client sites, and a reliable vehicle and a valid driver's license is essential. The Member Consultant will be fully responsible for all member/HR/Payroll queries received onsite from start to finish, ensuring that timely feedback is provided to all parties.
Responsibilities
Member Support
Resolve day-to-day member queries within SLA for assigned employer groups
Respond timeously to client enquiries, escalating complex matters to the Account Executive
Facilitate onboarding for new employees, including guidance on benefits
Provide face-to-face and online query resolution to HR/Payroll and members
Deliver client induction presentations and ad-hoc product training as required
Assist in developing and rolling out group risk and retirement strategies under guidance of the Account Executive.
Manage relationships between clients and group risk and retirement funds
Support group risk and retirement project rollouts and identify potential cross-selling opportunities
Serve as back-up to other consultants when required
Administrative and Policy Support
Maintain accurate and compliant client records
Track policy amendments, claims, applications, and coverage changes
Monitor the implementation and administration of group risk and retirement plans
Schedule meetings, wellness days, and client presentations
Ensure accurate data capturing and effective documentation on all admin systems
Client Relationship Management
Serve as a key contact point for clients and third-party providers
Build trusted relationships with HR/Payroll and assist with their queries (including billing and fund benefits)
Provide training to HR on internal procedures and processes
Compliance and Regulatory Oversight
Ensure compliance with relevant legislation
Maintain "Fit and Proper" status and complete CPD in a timely manner
Attend training sessions to stay updated with industry knowledge
Minimum Requirements
Grade 12
NQF5 qualification and RE5
3 - 5 years of relevant experience in group risk and retirement consulting industry, preferable experience in a brokerage
Proficient in English and at least one other official South African language
Computer literate (MS Office)
Valid driver's license and own reliable vehicle (non-negotiable)
Competencies Required
Strong organisational and multitasking abilities
Effective presentation and communication skills
Attention to detail and discretion in handling sensitive information
Ability to work independently and manage time effectively
In-depth knowledge of group risk and retirement benefits and industry
MS Office Suite (Word, Advanced Excel, Outlook, PowerPoint)
Closing date: 12-May-2026