Broker Services Consultant - Sandton, South Africa - Discovery Ltd.

Discovery Ltd.

Verified Company

Sandton, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Business Unit:
Discovery Employee Benefits
Function:Brokers (FAIS Accredited)
Date:21 Nov 2023Achieve more than
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YOU BELIEVE

Discovery
Umbrella Funds

Broker Services Consultant (Junior)
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About Discovery

Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fastpaced and dynamic environment enables smart, selfdriven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

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About Discovery Employee Benefits

Discovery

Employee Benefits is the first and only employee benefits provider to be shaping employee behaviour, creating healthier and wealthier workforces. It is an exciting business to be in as we reimagine the way retirement savings and life insurance is brought to companies and employees.
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Key Purpose

To effectively and efficiently manage and grow relationships between Discovery EB and all stakeholders e.g. Brokers as well as servicing department (Admin), Quotes, Accounts, Claims and Underwriting, Franchises, Brokers Consultants and clients e.g. brokers, employers and members. Also to ensure that quality service is delivered to these Stakeholders. To be present in the broker's office to promote and protect Discovery's retirement fund business.

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Areas of responsibility may include but not limited to

The Service Consultant needs to establish, grow and maintain relationships with EB clients.

When problems occur, the Service Consultant needs to find the best possible solution to ensure that the problem is solved as efficiently and effectively as possible, aligned to business practices while ensuring that the least amount of damage is done to the relationships of the parties involved.

Present Installation Package explain documents, SLA's as well as roles and responsibilities to broker and employer.
Present admin changes explain documents, rate change, issue minutes and processes.
SC to monitor or communicate progress / feedback or resolution regarding query to client / broker or Franchise.
SC to arrange meeting or courtesy call to ensure escalation is addressed
SC to resolve these with the assistance of the relevant team member.
SC to regularly visit the broker / client for feedback as agreed per SLA
Represent the retirement fund business and address all gaps and concerns relating to the business
To present and review admin reports for broker and trustee meetings
SC assist broker/Client with web functionality and drive usage
SC to meet with Franchise to address any queries on their portfolios as and when necessary.
SC to ensure meetings are arranged with all brokers and employers where applicable during the course of the year
All meetings must be minuted and saved on the Drive.
Personal Attributes
Leading and Supervising
Planning & Organizing skills

Working with People

Communication
Persuading and Influencing
Adhering to Principles and Values
Self management
Delivering Results and Meeting Customer Expectations
Coping with Pressure and Setbacks
Relating and Networking
Team work and analytical skills
Communication
Problem solving
Initiative and enterprise
Learning
Technology

Education and Experience

Matric essential

years Employee Benefits, Retirement Funds, Umbrella Fund experience - Essential

NQF level 5 or similar is advantageous

Relevant Industry Qualifications

Wealth Management, Introduction to Retirement Funds
Advantageous

MS Office

Advanced Excel Skills, Retirement Fund and Umbrella Fund operations, Accounting, Investments,
Full compliance and legislative universe relating to employee benefits, FAIS and Umbrella Funds.\

Employment Equity
The Company's approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

EMPLOYMENT EQUITY

The Company's approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.