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Senior Employee Benefits Consultant | Stellenbosch

1 week ago

Stellenbosch, South Africa The Recruitment Council Full time

Are you seeking a dynamic opportunity within the realm of financial services? A leading player in the industry is currently searching for a Senior Employee Benefits Consultant to join their esteemed team. With a focus on providing top-tier services to clients, this company values expertise, innovation, and dedication. As a Senior Employee Benefits Consultant, you will have the chance to showcase your skills in crafting bespoke solutions for clients, ensuring their financial well-being and security. Don’t miss out on this exciting opportunity to join a forward-thinking organization at the forefront of the financial services sector.

Duties and Responsibilities:

- Deliver a professional and excellent quality of service to employers and members of retirement funds, in accordance with the service level agreements and annual strategic planning.

- Excellent technical knowledge on both risk and retirement.

- Ensure an effective employee benefits environment and adhere to all FAIS requirements.

- Independently manage and consult on client portfolios.

- Establish and maintain relationships with key decision makers.

- Provide appropriate advice, excellent client service, and project management of Fund critical events to ensure the smooth running of the Fund.

- Effective management of service providers and adherence to the company’s standard operating procedures.

- Prepare and conduct member presentations and individual discussions with new members explaining benefits, when required.

- Conduct risk and retirement re-brokes.

- Prepare and distribute agenda packs for meetings.

- Manage monthly reconciliations.

- Provide ongoing feedback to clients.

- Arrange MANCO meetings and perform secretarial services; agenda pack preparation, minutes, actions from meetings.

- Develop strong relationships with all internal colleagues and external service providers to ensure operational efficiency and discuss product characteristics and appropriate training, service, and support.

- Build key relationships with all service providers (i.e., administrators, insurers, etc.) and clients.

- Legal Employee benefits industry and legislation knowledge are essential. Keep abreast with all changes.

- Attend required internal and external forums and training courses.

Compliance to Internal Processes:

- Deliver service and commitments to clients thus building and maintaining a trust relationship with clients.

- Undergo all training required.

- Adhere to general administration tasks, filing, updating the internal system, electronic storing of minutes, reports, etc.

Requirements:

- Matric and NQF Level 6 and/or CFP qualifications.

- 5 years’ experience in the Employee Benefits industry.

- Own transport and driver license required.

Critical Competencies:

- Strong computer skills (i.e., Microsoft Word, Excel, PowerPoint, etc.).

- Planning and organizing.

- Presentation and communication skills.

- Problem solving, analysis & negotiating skills.

- Flexibility.

- Strong understanding of customer and market dynamics and requirements.

- Strong entrepreneurial qualities.

- Self-motivated.

- Resourceful Client-centric Expertise and Continuous Learning.

- Personal Accountability.

Core Competencies:

- Maintain professional internal and external relationships that meet company core values.

- Demonstrate technical as well as product knowledge.

- Have excellent knowledge of the client value proposition and service offering.

- Have a solid understanding of the employee benefits industry as well as competitors operating in this environment.

- Understand how your own contribution impacts the results of a business area.

- A track record of client service excellence.

Attributes:

- Self-starter, self-motivated, self-managed, and accountable for performance outputs.

- Independent thinker, yet operate within a team-based approach.

- Can-do attitude.

- Strong decision-making skills and ability to use professional judgment.

- Excellent interpersonal and relationship building skills.

- Trustworthy.

- Read, understand people well, connect and show empathy.

- Ambitious and goal-oriented.

- Presentable; Professional.

- Extroverted and approachable.

- Communicate effectively.

- Drive execution.

- Foster innovation.

- Demonstrate high integrity.

- Analytical thinking.

- Problem-solving.

- Meets required deadlines.

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