Business Segment: Personal & Private Banking
Location: ZA, GP, Johannesburg, Baker Street 30
To drive new business sales and achievement of sales targets (Employee Benefits). To provide a consulting and administration function regarding Pension and Provident Funds. To facilitate and manage Management committee/employer representative meetings. Managing relationships with Business Centres and Relationship Managers and include a wider range of products developed for Bancassurance Business and Commercial Banking channels including Financial Education.
Qualifications
Minimum Qualifications:
- B.Com Degree
- RE5 and Continuous Professional Development (CFP) may be advantageous.
- 5 - 7 years Experience in the Financial Planning industry
- 5 - 7 years Experience in Pension Fund Industry (Employee Benefits)
- Excellent knowledge of general financial planning practices and procedures such as The Financial Planning Process as prescribed by the Financial Planning Institute, FAIS, FICA
Additional Information
- Knowledge of employee benefit systems
- Sound knowledge of SBFC’s products and services
- Use theoretically sound Reward analysis tools and surveys to identify and assess indicators/opportunities for change in terms of appropriate Reward strategies/drivers
- Understanding of the benefits and compensation landscape and ability to transact and manage the process
- Providing insight with regards to aspects that are likely to have an impact on the organisation
- Interpreting data accurately with an emphasis on the processing and interpretation of numbers. This competency also includes the utilisation of technology
- The ability to identify and engage with all the key stakeholders in the project life cycle.
- Proficiency Level 4 ADVANCED - Mastered the concept, able to act independently, provides guidance and training to others
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