Senior Consultant - Employee Benefits | Stellenbosch

SUMMARY:
Senior Consultant - Employee Benefits | Stellenbosch

POSITION INFO:

• 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