| Date | 2024-06-25 |
|---|---|
| Job Title | Senior Consultant – Employee Benefits | Stellenbosch |
| Employer | More Information |
| Salary | Market Related |
| Category | Accounting Finance |
| Location |
ZA / South Africa |
Job Summary
Company industry: Financial Services Job location: Stellenbosch Career level:Mid / Snr Employment status: Full Time Qualification: Degree Years of experience: 5 years In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply. Job objective Primary objective: ? 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 Duties ? Independently manage and consult on client portfolio. ? Establish and maintain relationships with key decision makers at the participating Employer ? 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 PSG 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 meeting 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. ? Attend required internal and external forums and training courses. Compliance to Internal Processes: ? 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. Minimum
Requirements:
? Matric and NQF Level 6 and / or CFP qualifications. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply. ? 5 years experience in the Employee Benefits industry. Critical Competencies: o Strong computer skills (ie Microsoft Word, Excell, Powerpoint etc) o Planning and organising o Presentation & communication skills o Problem solving, analysis & negotiating skills o Flexibility o Strong understanding of customer and market dynamics and requirements. o Strong entrepreneurial qualities o Self-motivated o Resourceful Client-centric Expertise and Continuous Learning o Personal Accountability Core Competencies o Maintain professional internal & external relationships that meet company core values o Demonstrate technical as well as product knowledge. o Have excellent knowledge of the client value proposition and service offering. o Have a solid understanding of the employee benefits industry as well as competitors operating in this environment. o Understand how own contribution impacts on the results of a business area. o A track record of client service excellence. Attributes o Self-starter, Self-motivated, Self-managed and accountable for performance outputs o Independent thinker, yet operate within a team-based approach o Can do attitude o Strong decision-making skills and ability to use professional judgment o Excellent interpersonal and relationship building skills o Trustworthy o Read & understand people well, connect and show empathy o Ambitious and goal orientated o Presentable & Professional o Extroverted and approachable o Communicate effectively o Drive execution o Foster innovation o Demonstrate high integrity o Analytical thinking o Problem solving o Additional Inherent Requirements o Meet required deadlines. o Own transport and driver license required. o Only short-listed candidates will be contacted
Senior Consultant – Employee Benefits | Stellenbosch position available in ZA, South Africa. This job position was posted by . The job has been posted on 2024-06-25 in the Accounting Finance category
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