Retirement Benefits Counsellor

4 days ago


Centurion, South Africa StaffCentral Consulting Full time

**Job Duties/Responsibilities will include**:
Provide telephonic and written counseling, information and support to individuals regarding retirement planning

Technical product knowledge of retirement funds and retirement related investment products

Generate a positive client experience over the telephone

Effective and technically competent resolution of queries and complaints

Manage process of exiting a member from a retirement fund and reinvesting the fund credit

Maintain and improve in house systems and business processes

Collaboration and relationship management with internal and external stakeholders

Efficient administration

Dealing with complaints in terms of company policy

Grade 12

Relevant tertiary qualification (Related to Financial planning)

Minimum 2 - 5 years of experience servicing clients over the telephone

Good understanding of relevant legislation

Numeracy and ability to use financial planning tools

Relevant technical competence and product knowledge

Experience servicing clients of a LISP regarding their investments is an advantage

Experience as an advisor is an advantage

Excellent communication (written & oral) skills

Interpersonal skills

Client focused

Results focused and display excellent response times

Innovative and demonstrates initiative

Ability to collaborate and pull information together

Efficient & proactive

Excellent problem solving skills

Fully engaged on strategy



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