Retirement Benefit Counsellor

4 weeks ago

Centurion, South Africa Momentum Corporate Full time

**Introduction**Role Purpose**
- The Retirement Benefit Counsellor will work directly with members and/or clients to ensure that that they can reach their educational, financial, and asset goals through benefit counselling and financial wellness education.**Requirements**:
**Experience and Qualifications**:

- Relevant business degree.
- RE5
- 1-5 years' experience in sales or retirement benefit counselling in a financial services environment.
- Knowledge of annuities, preservation and investment products.
- Excellent verbal and written communication skills essential.
- Excellent presentation skills.
- Additional professional qualifications such as CFP will be a distinct advantage.
- Must be able to speak IsiXhosa, TshiVenda, XiTsonga and Zulu fluently (Nguni languages)
- Must be willing to travel locally.
- Own transport is a requirement.

**Duties & Responsibilities**

**Responsibilities and work outputs**:

- Provide individual or group benefit counselling and/or coaching as part of the employee financial wellness service.
- Provide factual information to members/clients in line with the engagement strategy to enhance client's financial wellness and also helping members/clients to make informed financial decisions.
- Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs to support and guide their decision-making process with specific focus on the Trustee Endorsed solutions.
- Provide one-on-one counselling and coaching sessions for members to assess their financial situations, reviewing their budgets, credit reports, balance sheets and other financial documents.
- Host webinars and workshops on key financial education concepts to clients.
- Attend wellness days nationally to provide benefit counselling and/or financial education face to face when required to do so onsite.
- Accurately capture client information, relevant actions, and sales on the client relationship management systems (CRM).
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Achieve set targets on production, quality, and conversion.
- Adhere to compliance requirements in the sales process in line with legislative requirements.
- Fulfil retirement benefit counselling and financial coaching role within the Member Solutions team.
- Refer fund members or clients to a financial advisor if financial advice is required.
- Monitor participants' progress toward financial goals and follow up with participants on referrals to other financial service professionals when applicable.
- Maintain files and database for all participants including the financial plan, credit report, coach's appointment notes, analysis, and corrective action plan.

**Competencies**
- Client Centric orientated
- Accountability
- Planning and organising
- Communicating with impact
- Adaptability
- Influencing and persuading
- Strong communication and presentation skills

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