Member Consultant: Group Risk and Retirement at PSG Konsult Ltd

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