Retirement Consultant Expert
4 weeks ago
About the Role:
Mercer Marsh Benefits is seeking an experienced Client Executive: Retirement to join our team in Sandton. This is a fantastic opportunity for someone with a proven background in retirement fund consulting to join an established team with a market-leading insurance broker.
Key Responsibilities:
- Consult to a portfolio of clients and provide appropriate advice and excellent client service.
- Establish strong relationships with key decision makers, management committee members, and service providers.
- Develop and implement annual year plans for each client and ensure timely delivery of services.
- Review and present risk and administration re-marketing exercises.
- Negotiate with insurers and service providers.
- Identify cross-sell and up-sell opportunities.
- Ensure timely response to queries from colleagues and update internal management systems.
- Attend regular team meetings and coach and develop junior team members.
Requirements:
- Experience in a retirement fund consulting role.
- Clear and concise oral and written communication skills.
- Proficient in Microsoft Office tools (or equivalent).
- RE 05 (Representatives Exam) - Passed.
- FAIS compliant.
About Mercer:
Mercer is an international well-established company with a strong brand and strong results to match. We offer attractive benefits coverage, outstanding learning and mentoring programs, and internal mobility opportunities.
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