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Retirement Funds Consultant

2 weeks ago

Sandton, South Africa Discovery Limited Full time

About Discovery Corporate & Employee Benefits

We are the first and only employee benefits provider to shape employee behavior, creating healthier and wealthier workforces. Our team of experts is dedicated to delivering exceptional service and support to our clients.

Job Overview

The Broker Service Consultant will be responsible for managing and growing relationships between Discovery Corporate & Employee Benefits and all stakeholders, including brokers, employers, and employees. The ideal candidate will have exceptional communication and interpersonal skills, as well as a deep understanding of the employee benefits and retirement funds industry.

Main Responsibilities

  • Establish and Maintain Relationships
  • Solve Problems Efficiently
  • Present Installation Packages
  • Present Administrative Changes
  • Monitor Progress and Feedback
  • Arrange Meetings and Courtesy Calls
  • Regularly Visit Brokers and Clients
  • Represent the Retirement Fund Business
  • Present and Review Administrative Reports
  • Assist Brokers and Clients with Web Functionality

Requirements

  • Mandatory Qualifications
  • Experience in Employee Benefits and Retirement Funds
  • Relevant Industry Qualifications
  • Advanced Excel Skills
  • Full Compliance and Legislative Universe