RETIREMENT BENEFIT COUNSELLOR

Your Certificate in Financial Planning qualification with at least 2 years experience in Benefit Councelling or as an Employee Benefits administrator will enable you Assist and support retirement fund members in English & Afrikaans with:

• Have a good understanding of the fund benefits, options at retirement, death and withdrawal as well as the in-fund options available to members, including cost structures.
• Create awareness amongst member of the services and contact details of the benefit counsellor
• Liaise monthly with the fund administrator and human resources department to identify members exiting the fund i.e., retirement, death, withdrawal and retrenchment.
• Identify all members within 5 years, 1 year and 6 months of retirement.
• Ensure that members leaving the retirement fund, receives the necessary communication via e-mail or any other platform decided on.
• Obtain values and in-fund retirement and withdrawal quotes from the administrator of the fund.
• Arrange telephonic, virtual or in-person one-on-one sessions with prospective retirees and provide them with factual information regarding their options at retirement.
• Arrange telephonic, virtual or in-person one-on-one sessions with prospective resignations and provide them with factual information regarding options at withdrawal from Fund.
• Facilitate and introduce members to financial advice when exiting the Fund, if required.
• Provide a quarterly activity report to the Fund Consultant.
• Provide a monthly report to the Managing Director and provide details of the status of each referral.
• Provide ongoing feedback to consultant.
• Assist employers and members with completion of the documents when/if required.
• Develop strong relationships with all internal colleagues and external service providers to ensure operational efficiency and discuss product specifics and appropriate training, service and support.
• Building key relationships with all service providers (i.e., administrators, insurers, individual advisors etc.) and distribution partners.