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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