Retirement Fund Consultant
3 weeks ago
About the Role:
ZA004 Marsh (Pty) Ltd is seeking a highly skilled Retirement Fund Consultant to join our team. As a key member of our team, you will be responsible for providing expert advice and services to our clients in the retirement fund consulting space.
Key Responsibilities:
- Consult to a portfolio of clients in the retirement fund consulting space.
- Provide appropriate advice, excellent client service, and project management to ensure the smooth running of the client base.
- Establish strong relationships with key decision makers, management committee members, and service providers.
- Ensure Service Level Agreements (SLAs) are on file and services align with their terms.
- Develop an annual year plan for each client and adhere to deliverables.
- Review agendas for management committee meetings and ensure distribution in line with SLA.
- Attend management committee meetings and other ad hoc meetings as required.
- Review minutes of meetings and ensure that they are distributed in line with SLA.
- Action matters arising from meetings timeously.
- Review and present risk and administration re-marketing exercises.
- Negotiate with insurers/service providers.
- Identify cross-sell and up-sell opportunities.
- Ensure timeous response to queries from colleagues.
- Update internal management systems.
- Attend regular team meetings with the team to discuss workflow and problem areas.
- Coach and develop junior team members.
- Assist in formulation and implementation of best practice.
Requirements:
- Experience in a retirement fund consulting role.
- Clear and concise oral and written communication skills.
- Proficient in Microsoft Office tools (or equivalent) – Outlook, Word, Excel, and PowerPoint.
- RE 05 (Representatives Exam) - Passed.
- FAIS compliant.
About Us:
ZA004 Marsh (Pty) Ltd is a leading insurance broker with a strong presence in the market. We offer a dynamic and supportive work environment, with opportunities for growth and development.
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