- B.Com-degree or Post Graduate Diploma in Financial Planning;
- FAIS Accredited (NQF Level 7 or higher);
- RE5;
- CFP;
- At least 7 years experience in the Employee Benefits industry in a consultancy role;
- Excellent writing skills;
- Verbal and written communication in English and Afrikaans, at all levels;
- Financial:
- Maintain existing client base.
- Ensure services offered to clients are cost-effective and profitable.
- Identify new business opportunities and the decision makers within the client organization and partner with the new business manager on these opportunities to ensure success.
- Promote cross-selling initiatives within the Group.
- Identify growth, new business, and cross-selling opportunities within the existing client base.
- Manage costs within your control, including costs relating to travel, accommodation, telephone, and printing.
- Notify and get approval from Principal Consultant and the Finance Department for expenses to be incurred.
- Notify the Principal Consultant and the compliance officer on errors/omissions that may lead to company being held accountable.
- Administration:
- Monitor and report on new business, operations, and profitability.
- Liaise with EFBC management to address any issues.
- Implement management decisions, ensure roll-out, and that decisions are actioned.
- Relationship Management:
- Build and maintain strong relationships with decision-makers and primary client contacts at multiple levels.
- Identify prospects and build relationships with prospects decision-makers.
- Build and maintain strong relationships with staff of other divisions within the Group.
- Build key relationships with all service providers (i.e. administrators, insurers, individual advisors, etc.), distribution partners, and target market.
- Clients and consulting:
- Proactively manage client expectations, maintain strong relationships, and remain client focused at all times.
- Prepare and present proposals to a clients current retirement fund and/or risk benefits that could affect them as an employer as well as their employees.
- Provide advice to the Trustees and/or Employer pertaining to benefits, legislation, and pending changes that could impact the retirement fund and/or group risk scheme.
- Proposals and advice to be peer-reviewed by a Principal Consultant or Head of Consulting.
- Ensure that the clients retirement fund and group risk arrangements remain competitive, cost-effective, and appropriate for the client and the profile of employees.
- Negotiate on behalf of Trustees/Employers/Members with service providers.
- Plan and implement member sessions with the allocated Wealth Advisor.
- Monitor and ensure the resolution of client queries.
- Compile reports i.e. trustee reports, market review feedback, etc.
- Achieve agreed new business targets.
- Compliance to Internal Processes
- Actively share information with other team members regarding successes, issues, trends, and ideas.
- 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, individual advisors, etc.), distribution partners, and target market
- Ensure maintained membership and participation in Industry Bodies/Organisations such as FPI, IRFA, and PLA.
-
employee benefit consultant
Found in: Talent ZA C2 - 6 days ago
HR Options Pretoria, South Africa Full timeThe following education, experience and and langauge skills: · B-degree or Post Graduate Diploma in Financial Planning; · FAIS Accredited (NQF Level 7 or higher); · RE5; · CFP; · At least 7 years' experience in the Employee Benefits industry in a consultancy role; · Excellent wri ...
-
employee benefit consultant
Found in: Talent ZA C2 - 6 days ago
HR Options Pretoria, South Africa Full timeThe following education, experience and and langauge skills: · B.Com-degree or Post Graduate Diploma in Financial Planning; · FAIS Accredited (NQF Level 7 or higher); · RE5; · CFP; · At least 7 years' experience in the Employee Benefits industry in a consultancy role; · Excellent ...
-
Associate Benefit Consultant
Found in: Talent ZA C2 - 3 days ago
Sanlam Sandton, South AfricaAbout Sanlam Corporate: · Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We believe in crea ...
-
Internal Sales Consultant
Found in: Job Placements ZA C2 - 3 days ago
Dante Personnel Pretoria, South AfricaMinimum requirements: · Matric · Previous Sales Experience minimum 5 years · Technical ability · Proficiency in MS Office and CRM software · Developing new leads · Maintaining Client data base · Explaining product features and benefits · Closing sales and achieving quotas · Co ...
-
Licensing Consultant
Found in: Job Placements ZA C2 - 4 days ago
HR Genie Pretoria, South Africa Full timeWe are on a search for a Microsoft Enterprise Agreement (EA) Licensing Consultant responsible for providing expert guidance and consultation to clients regarding Microsoft licensing agreements and optimizing their licensing investments. This role involves deep knowledge of Micros ...
-
RB 415615
Found in: Executive Placements ZA C2 - 4 days ago
Professional Career Services Pretoria, South AfricaEmployer Description · Our client is an engineering consultancy, specialising in building services projects. · Job Description · Design & Drawings · Costing · Writing of Technical Reports · Site Inspections on Projects · Provide Site Supervision · Conducting Audits · Qualificatio ...
-
Business Development Executive
Found in: Talent ZA C2 - 3 days ago
Keller Executive Search Pretoria, South Africa Full timeWe are seeking an energetic and charismatic Business Development Executive to join our rapidly growing team. The successful candidate will be responsible for making sales calls to UK/US companies posting senior positions, utilizing their consultative skills to develop and maintai ...
-
Client Service Consultant
Found in: Job Placements ZA C2 - 4 days ago
Finding Personnel (Pty) Ltd Pretoria, South Africa Full timeJob Details: · Title: Client Service Consultant · Location: Pretoria, Gauteng · Permanent: Yes · Full time: Yes · Industry: Insurance · Salary / CTC: R 18 000 · Reports to: Call Centre Manager · Job Description: · The overall purpose of the Client Service Consultant is to provid ...
-
Retentions Consultant
Found in: Job Placements ZA C2 - 3 days ago
Dante Personnel Pretoria, South AfricaMinimum requirements: · Matric · Regulatory Examination (RE5) · Must be FAIS compliant with all relevant credits and qualifications as required under the FAIS Act · Completed Class of Business - Long term and short term insurance · CPD Hours · A bachelor's degree in Business, S ...
-
Human Resource Practioner
Found in: Executive Placements ZA C2 - 4 days ago
Isilumko Staffing (JHB) Pretoria, South Africa ContractAre you a seasoned HR professional with a proven track record in Industrial Relations? An exciting opportunity awaits you We are actively seeking a dynamic HR Consultant to join our team and play a pivotal role in shaping the employee experience. · Key Responsibilities: · Industr ...
-
HR Generalist
Found in: Executive Placements ZA C2 - 6 days ago
Isilumko Staffing (JHB) Pretoria, South AfricaSearchSIGN INRegisterBACKHuman Resource PractionerIsilumko StaffingPOSTED: 28 FEBRUARY 2024Pretoria, South AfricaMid40 - 45ContractCost to Company5 years - 7 yearsSkillsHuman ResourcesHuman Resources PoliciesHuman Resources ProjectsHuman Resources ReportingIndustrial RelationsInd ...
-
Medical Pre-Authorisation Consultant
Found in: Talent ZA C2 - 5 days ago
Qetello Holdings Pretoria, South Africa Full timeTogether with our client in Pretoria, we are recruiting for a Medical Pre-Authorisation Consultant. The ideal candidate must have a completed qualification as an Enrolled Nurse and must be registered with SANC, with at least 2 years experience in Managed Healthcare. · Duties and ...
-
Pentravel Travel Consultant
Found in: Talent ZA C2 - 5 days ago
Cullinan Holdings Pretoria, South Africa Full timePentravel, a division of Cullinan Holdings, a leading leisure, travel & tourism company, is seeking a dynamic and customer-oriented Travel Consultant to join their teams in Pretoria. As a Pentravel Travel Consultant, you'll be responsible for providing exceptional service and exp ...
-
Sales Consultant
Found in: Talent ZA C2 - 5 days ago
Hire Resolve Pretoria, South Africa Full timeHire Resolve's client in the logistics industry is seeking a dynamic and motivated Sales Consultant to join their team. As a Sales Consultant, you will be responsible for generating new business and maintaining client relationships within the logistics industry. This is an exciti ...
-
Electrical Design Engineer
Found in: Talent ZA C2 - 5 days ago
RPO Recruitment Pretoria, South Africa Full timeRPO Recruitment's client, a reputable consulting engineering firm in Gauteng, specialising in mechanical, electrical, and electronic engineering services is currently in search of a hardworking and dedicated Electrical Design Engineer to join their team in Pretoria as soon as pos ...
-
HR Manager
Found in: Executive Placements ZA C2 - 3 days ago
Finding Personnel (Pty) Ltd Pretoria, South AfricaJob Details: · Title: HR Manager · Location: Colbyn, Queenswood, Pretoria · Permanent: Yes · Full time: Yes · Industry: Various Industries – Mainly Mining, Crushing & Screening, Property · Salary / CTC: R R 65 000 · Reports to: Company Secretary & HR Head · Job Description: · Th ...
-
Principal Engineer: Dams and Hydropower
Found in: Talent ZA C2 - 5 days ago
Knight Piesold Consulting Pretoria, South AfricaKnight Piésold is looking to grow the unit by appointing an enthusiastic, self-motivated, output oriented professional principal dams engineer with a proven background. This candidate will join our team and help build a positive and sustainable future together within a dynamic, q ...
-
Development Economist
Found in: Talent ZA C2 - 5 days ago
Urban-Econ Group Pretoria, South Africa Full timeUrban-Econ Development Economists (Pty) Ltd requires the services of a young and vibrant Development Economist who has an interest in Development, Economics and Research. · Key Responsibilities: · Attend briefing meetings with Seniors/Managers; · Liaise and consult with clients a ...
-
Principal Civil Engineer
Found in: Talent ZA C2 - 3 days ago
Hire Resolve Pretoria, South Africa Full timeHire Resolve is currently representing a leading consulting firm that is seeking a highly skilled and experienced Principal Civil Engineer in Pretoria. This position offers an excellent opportunity for professional growth of a senior engineer and the chance to work on challenging ...
-
Project Assistant: Logistics
Found in: Talent ZA C2 - 6 days ago
Panagora Group Pretoria, South Africa Full timePanagora Group is a social enterprise dedicated to providing high-quality, high-impact international health, development, and learning consulting. We are a dynamic woman- and employee-owned small business partner focused on market-based and integrated local solutions that strengt ...
employee benefit consultant - Pretoria, South Africa - HR Genie
Description
The following education, experience and and langauge skills:
will enable you to:
Duties: