Senior Employee Benefits Consultant | Stellenbosch

• To 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.
• To 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.
• Provision of 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 Individual discussion 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.
• Building 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.

• Delivering of 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.

• Matric and NQF Level 6 and / or CFP qualifications.
• 5 years experience in the Employee Benefits industry.
• Own transport and driver license required.

• Strong computer skills (ie Microsoft Word, Excell, 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.

• Maintain professional internal; 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 on the results of a business area.
• A track record of client service excellence.

• 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 orientated.
• Presentable; Professional.
• Extroverted and approachable.
• Communicate effectively.
• Drive execution.
• Foster innovation.
• Demonstrate high integrity.
• Analytical thinking.
• Problem solving.
• Additional Inherent Requirements.
• Meets required deadlines.

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