Senior Associate OMCC Consultant - Durban South, South Africa - Old Mutual

Description

Description

This role provides employee benefits support and general consulting to a portfolio of prestigious clients and you would be required to attend the Board of trustees and sub-committee meetings and present new business and member education sessions. This role falls in our middle management category.

Supports OMCC Consultant to deliver all contracted client deliveries.

Provides support to OMCC consultant/s including arranging and managing meetings and functions, receiving and handling calls,

Provides Employee Benefits and general consulting services to a portfolio of clients.

Develops and implements strategy for the portfolio of clients.

Provides OMCC consultant with input and deliver on the client strategy

Supports retention of existing business by ensuring services are met to the required agreed standards (SLA).

Supports the new business take on function.

Builds, enhances and manages client relationships.

Prepares the agenda, meeting packs and board reports for meetings.

Takes minutes at meetings and produces the minutes & actions.

Co-ordinates and manages action items.

Liaises with and negotiates deadlines with relevant parties.

Prepares presentations and respond to PFA complaints

QualificationsandExperiencerequired

Matric

Tertiary qualification required, i.e. BCom or Law degree

Or Post grad diploma in Financial Planning

Certified financial planner

3- 5 yrs general Employee Benefits experience required

Must be FAIS compliant and RE5 is require

Own vehicle to drive to clients face to face meetings.

Skills

Education

Closing Date

12 May 2024