Overview
Member Consultant: Group Risk and Retirement | Stellenbosch, Western Cape | Permanent Jobs in Stellenbosch at PSG Konsult
VACANCY | MEMBER CONSULTANT: GROUP RISK AND RETIREMENT | STELLENBOSCH, WESTERN CAPE | PERMANENT
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 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)
How to apply:
Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAk by no later than 12 May 2026. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.
Title: Member Consultant: Group Risk and Retirement | Stellenbosch, Western Cape | Permanent
Company: PSG Konsult
Location: Stellenbosch
