Consultant Retirement
3 weeks ago
Consultant Retirement - Sandton
Company:
Marsh
Description:
Mercer Marsh Benefits has a fantastic opportunity for an experienced Consultant: Retirement to join our team based in Sandton. This position offers an exciting challenge and career opportunity for someone with a proven background within retirement fund consulting looking to join an established team with a market leading insurance broker.
This is a full-time role and you must be able to attend the office a minimum of 3 days a week including Monday, Tuesday & Wednesday.
What can you expect?
- An opportunity to join an established and client focused team
- Being trained and coached on the processes and systems
- A platform to build on existing knowledge and an opportunity to learn new skills in a continuous improvement environment
- To build and maintain an excellent rapport with our clients, providers and colleagues across the Group
What is in it for you?
- An international well-established company with a strong brand and strong results to match.
- Attractive benefits coverage, outstanding learning and mentoring programs, and internal mobility opportunities.
- Stable employment and hybrid working model (3 compulsory days on-site)
We will count on you to:
In conjunction with the Client Executive:
- Consult to a portfolio of clients
- 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 for all clients and services are provided in line with SLA
- Ensure client contact details are accurate
- Develop an annual year plan for each client and ensure adherence to deliverables
- Prepare agendas for management committee meetings and ensure distribution in line with SLA
- Attend management committee meetings and other ad hoc meetings as required
- Ensure minutes of meetings are accurate and complete and ensure that they are distributed in line with SLA
- Ensure matters arising from meetings are actioned timeously
- Carry out and present risk and administration re-marketing exercises
- Coordinate and conduct member roadshows and client inductions.
- Ensure timeous response to queries from global colleagues
- Attend regular meetings with administrators/service providers regarding status of funds
- Negotiate with insurers/service providers
- Identification of cross-sell and up-sell opportunities within client base
- Attend regular meetings with team to discuss workflow and problem areas
- Ensure commissions are paid on time and accurately.
- Foster good working relationships with clients, staff, manager and internal divisions
- Keep abreast of industry developments
What you need to have:
- A three-year related qualification
- Further studies an advantage
- RE5
What makes you stand out?
Minimum two years’ experience in the retirement fund and group risk consulting field.
Other requirements:
- Drivers licence and own transport
- Must be/have been registered as a FAIS representative for both advice and intermediary services for the relevant categories and be FAIS compliant.
- Interpersonal skills
- Problem solving
- Conflict management
- Planning and organising skills
- MS Office with Word, Excel and PowerPoint skills
- Passion for technical issues and industry developments
- Good attention to detail
Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. For more information, visit marsh.com, or follow on LinkedIn and X.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. We are also committed to providing reasonable support to any candidate with a disability to allow them to fully participate in the recruitment process.
Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week.
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