Member Consultant– Employee Benefits

• Demonstrate a good understanding of the Employee Benefits (retirement fund, group risk, etc.) industry and the products available in the market;
• Conduct in-depth analysis of members’ financial needs and provide appropriate advice, record, save onto the CRM and provide member with a copy of the record of advice;
• Ensure the members understand the benefits, exclusions, administration processes and procedures of their appointed schemes/funds;
• Advise members who are leaving their employers (retirement/resignations) of their options (e.g continuation, transfers, preservation options, tax implications, etc.) and refer them to an authorized financial planner for advice;
• Consult with members who have low investment (e.g Red zone) to encourage them to increase their contributions or change their investment strategy;
• Conduct and arrange onsite member assist sessions, inductions, and training sessions. Ensure meeting notes are sent out for these engagements.
• Assist with resolve outstanding requirements for new business application in the event the AC department was unable to resolve after 3 attempts.
• Year end presentations or where there is an open window period when required

ADMINISTRATION AND QUERY MANAGEMENT

• Attend to the resolution of members and/or employer queries. You are required to escalate complex queries to your senior consultant as soon as possible;
• Save client communication on internal drive, keep record of attendance register for training sessions, on-site session, queries received option change forms;
• Prepare meeting packs for trustees/committee, record and distribute meeting notes to all relevant parties;
• Request necessary data/information from schemes/funds to support projects;
• Assist with resolution of billing discrepancies, membership compliance audits;
• Provide the Human Resource and Payroll team of each client in your portfolio with monthly dashboard report/stats of all activities and analysis relevant to your scope responsibilities.
• Provide day to day assistance for general queries and updates on claims from members and HR
• Submit withdrawal, funeral, death, disability claims for processing
• Designing members newsletters with fund information
• Dispatching of benefit statements
• Preparation of member booklets, presentations, and fund summary reports for all employer groups
• Governance – Ensure that all fund documents are saved on the Drive
• Persuade member to buy additional products to maximise their benefits

Oualifications

• Matric, FAIS Fit & Proper compliant (NQF Level 5, Regulatory Exams)
• 3 years’ experience in retirement funds

Competencies

• Written and verbal communication skills in English
• Customer Focus
• Attention to details
• Deadline driven