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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