Member Consultant– Employee Benefits

Recruiter:

Execuplace Appointments

Job Ref:

Member Consultant– E..

Date posted:

Wednesday, October 26, 2022

Location:

Johannesburg, South Africa

Salary:

R320 000 - R420 000

SUMMARY:
Our Client a Financial Services Provider based in Bryanston is looking to recruit a Member Consultant - Employee Benefits through provision of advice, query resolution, administrative service, communication, training and education

JOB DESCRIPTION:

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

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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