Retirement Fund Consultant

2 weeks ago

Johannesburg, Gauteng, South Africa Secondments Full time

DUTIES

  • Engage key representatives of the client to understand their context and needs
  • Partner with Employer representatives and HR professionals to identify challenges and gaps in service levels, understand their context and requirements in the short and medium term (e.g changing member demographics, anticipated organisational restructures and frequently asked questions)
  • Monitor the accurate completion of claim forms and query trends and provide feedback and recommendations to HR
  • Develop and secure commitment to member engagement and education plans to meet these needs and share feedback and trends with the Member Experience Manager and specialists to ensure that engagement strategies remain relevant and adapt accordingly.
  • Keep the representatives and their HR teams informed of any changes in regulations, benefits offerings, claim procedures, processes and service channels, building their capability to respond to frequently asked questions and guide employees in their benefit selection and retirement decisionmaking
  • Agree service levels, engagement channels and initiatives and be a key channel of support on an ongoing basis
  • Regular schedule of goodwill visits and training programs that target Eskoms HR Practitioners, HR Officers and HR Assistants.
  • Respond to all queries and complaints accurately and sensitively.
  • Support with Client engagement, consulting and business development
Effective client engagement and relationship management with employer representatives and HR teams.

  • Proactively engage, educate members and advise members at key points in their journey
  • Plan and conduct member engagement, communication and information sessions in line with critical points of their journey (onboarding, significant life events, pre and post retirement)
  • On request, provide accurate, and specialist advice to members who are preretirement in terms of options, tax implications, divorce act, income tax act, pension fund act, etc.
  • Plan and coordinate member education sessions ensuring their objectives are well defined and their impact tracked.
  • Conduct presentations and answer queries in a sensitive manner.
  • Use surveys, site visits and engagement sessions with members to gauge impact of communication received and ensure that the transfer of information is well understood
  • Effective engagement, information sharing and advice provided to members
  • Support and Execute broader Member and Pensioner Education and Fund promotion campaigns
  • Work with the Member experience specialists to understand member and pension segments and requirements and design multichannel, countrywide information functions which attract Pensioners, promote the EPPF and Fund benefits and answer queries appropriately.
  • Oversee all logístical arrangements regarding the pensioner education functions.
Management and execution of country-wide Member and Pensioner education and information campaigns.

  • Support EPPFs drive to be a multi-fund manager by supporting business development and growth opportunities
  • Manage current relationships and help grow the client and member base by creating new opportunities and relationships
  • Be involved in new business development and presentations as and where required
  • This will be done as the strategy unfolds towards 2024 as the team skills will need to be further enhanced to cater for business development.
Growth and business development for the Fund supported

Annual Budgets and Financial Management

  • Prepare and motivate for budget to deliver member and client engagement against plans in respective areas of responsibility to deliver to client and member needs
  • Manage costs against guidelines, and ensure alignment of expenditure with the budget.
Adherence to budget

BEHAVIOURAL COMPETENCY REQUIREMENTS

LEADERSHIP
Purposeful Leadership

Creates clear strategic direction

Builds high performing teams

Propels and Empowers others to succeed

Grows Talent

SELF MASTERY
Emotionally Intelligent

Takes accountability

Act with courage

Resilient

Values diversity

EXECUTES WITH EXCELLENCE
Values diversity
Drives Results
Solution focused
Collaborates Effectively
Judgment and
Decision-making

CUSTOMER CENTRIC
Customer Connectedness
Creative Problem-solving
Champions EPPF brand and reputation
Adaptable to change

AGILE
Adaptable to change
Deals with ambiguity
Learning agility
Innovates for Value
Digitally Savvy

TECHNICAL COMPETENCY REQUIREMENTS
Basic knowledge of Income Tax Act, Divorce Act, Pension Fund Act
Working knowledge of benefit administration
Working knowledge of focused client service
Valid drivers licence
Presentation skills
Willing to travel extensively within South Africa

REQUIRED MINIMUM EDUCATION/TRAINING
Relevant Bachelors Degree. Registered with professional bodies - where applicable.
CFP preferred, FAIS qualifications an advantage

REQUIRED MINIMUM WORK EXPERIENCE
At least 3 years job-related experience (retirement

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