Senior Employee Benefits Consultant

3 weeks ago

CapeTown, South Africa The Recruitment Council Full time

Are you seeking a dynamic opportunity within the realm of financial services? A leading player in the industry is currently searching for a Senior Employee Benefits Consultant to join their esteemed team. With a focus on providing top-tier services to clients, this company values expertise, innovation, and dedication. As a Senior Employee Benefits Consultant, you will have the chance to showcase your skills in crafting bespoke solutions for clients, ensuring their financial well-being and security. Don't miss out on this exciting opportunity to join a forward-thinking organization at the forefront of the financial services sector.


Duties and Responsibilities:

  • To deliver a professional and excellent quality of service to employers and members of retirement funds,in accordance with the service level agreements and annual strategic planning.
  • Excellent technical knowledge on both risk and retirement.
  • To ensure an effective employee benefits environment and adhere to all FAIS requirements.
  • Independently manage and consult on client portfolios.
  • Establish and maintain relationships with key decision makers.
  • Provision of appropriate advice, excellent client service and project management of
  • Fund critical events to ensure the smooth running of the Fund.
  • Effective management of service providers and adherence to the company's standard operating procedures
  • Prepare and conduct member presentations Individual discussion with new members explaining benefits, when required.
  • Conduct risk and retirement re-brokes.
  • Prepare and distribute agenda packs for meetings.
  • Manage monthly reconciliations.
  • Provide ongoing feedback to clients.
  • Arrange MANCO meetings and perform secretarial services; agenda pack preparation, minutes, actions from meetings.
  • Develop strong relationships with all internal colleagues and external service providers to ensure operational efficiency and discuss product characteristics and appropriate training, service and support.
  • Building key relationships with all service providers (i.e. administrators, insurers, etc.), and clients.
  • Legal Employee benefits industry and legislation knowledge are essential. Keep abreast with all changes.
  • Attend required internal and external forums and training courses.

Compliance to Internal Processes:


  • Delivering of service and commitments to clients thus building and maintaining a trust relationship with clients.
  • Undergo all training required.
  • Adhere to general administration tasks, filing, updating the internal system, electronic storing of minutes, reports etc.

Requirements:

  • Matric and NQF Level 6 and / or CFP qualifications.
  • 5 years experience in the Employee Benefits industry.
  • Own transport and driver license required.


Critical Competencies:

  • Strong computer skills (ie Microsoft Word, Excell, Powerpoint etc).
  • Planning and organizing.
  • Presentation and communication skills.
  • Problem solving, analysis & negotiating skills.
  • Flexibility.
  • Strong understanding of customer and market dynamics and requirements.
  • Strong entrepreneurial qualities.
  • Self-motivated.
  • Resourceful Client-centric Expertise and Continuous Learning.
  • Personal Accountability.

Core Competencies:

  • Maintain professional internal; external relationships that meet company core values.
  • Demonstrate technical as well as product knowledge.
  • Have excellent knowledge of the client value proposition and service offering.
  • Have a solid understanding of the employee benefits industry as well as competitors operating in this environment.
  • Understand how your own contribution impacts on the results of a business area.
  • A track record of client service excellence.


Attributes:
  • Self-starter, Self-motivated, Self-managed and accountable for performance outputs.
  • Independent thinker, yet operate within a team-based approach.
  • Can do attitude.
  • Strong decision-making skills and ability to use professional judgment.
  • Excellent interpersonal and relationship building skills.
  • Trustworthy.
  • Read, understand people well, connect and show empathy.
  • Ambitious and goal orientated.
  • Presentable; Professional.
  • Extroverted and approachable.
  • Communicate effectively.
  • Drive execution.
  • Foster innovation.
  • Demonstrate high integrity.
  • Analytical thinking.
  • Problem solving.
  • Additional Inherent Requirements.
  • Meets required deadlines.

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