Gauteng: Employee benefits Specialist posted by Fusion Personnel
Posted on 2025-07-25 00:00:00
| Employer | Fusion Personnel |
|---|---|
| Category | Finance/Accounting Management |
| Location | Gauteng / Gauteng |
Job Summary
This client-facing role focuses on expanding client base, and strengthening existing relationships. The successful candidate will build and manage client relationships, provide tailored advice and ensure ongoing regulatory compliance – own transport essential
Education
- RE5 Certification.
- Relevant Financial services industry qualification, NQF5 in Wealth Management of Financial Planning / 120 FAIS credits.
- Relevant Class of Business for Risk Benefits Advice
Experience
- Over 3 years’ experience in financial services with a focus on employee benefits and client solutions
- Proven ability to build and maintain strategic relationships that drive business growth
- Skilled at engaging confidently with senior decision-makers, HR professionals, and diverse stakeholders
- Strong organisational and time management skills to handle multiple priorities efficiently
- Experienced in interpreting financial and underwriting data to tailor client-focused recommendations
Duties
- Driving growth in new business
- Participate in proactive new business marketing initiatives
- Develop communication strategies to educate members about their benefits
- Establish and nurture client and provider relationships
- Identify new business as well as upsell or cross-sell opportunities.
- Collaborate with insurers, underwriters and internal account managers to deliver competitive solutions.
- Keeping up to date with market product and service offerings
- Maintain up-to-date knowledge of changing products, legislation, and market trends.
- Managing new business processing and placement, from end to end
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