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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