Pretoria Tshwane



Ref no: #PSG-55312
Region: Gauteng Wealth
Company: PSG Wealth Financial Planning (Pty) Ltd
Closing Date: 01 April 2021
PSGs 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.

Job description:

The successful applicant will take ownership as Healthcare consultant for clients referred by Mostert Street, Lowveld and Rosebank in a professional way, provide an effective and efficient conduit between PSG and the client (employer groups and members) by building employer and member relationships, medical aid reporting, reviews and training at large employer groups, resolving employee queries, giving advice on alternative medical insurance options, resolving claims queries, processing applications, providing billing information, coordinating wellness initiatives, wellness and chronic disease reporting. Engaging with existing and new clients to identify and close new business opportunities.


Sales to new potential members - families and Corporates
Client Services
Identifying new business opportunities within the existing client base, as well as growing the client base through new accounts.
General Administration with the support of an assistant
Key Activities:

Onsite visits and induction/ongoing training/presentation to clients
Assist clients with the application process
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:

NQF5 in Wealth Management (a preference, not a minimum requirement)
3 years healthcare specific experience
Systems, policy and financial services industry knowledge
Other: FSB registration preference (RE5)
Excellent computer literacy and knowledge of MS Office - Excel, Word
Own car and valid drivers license
FAIS/FICA compliant
CMS registration
Ability to do presentations to clients

Communication skills - verbal and written
Planning and organizing skills
Ability to work independently
Candidates interested must forward their CV to with the position title in the subject line (Medical Aid Adviser - Nelspruit) by no later than 1 April 2021.

If you have not received any feedback within 2 weeks of your application, kindly accept that your application was not successful.

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