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.



 

 

 

Similar jobs you might be interested in:

1. Professional Tax Practitioner (SA) / Professional Accountant (SA)
Location: Pretoria
Salary:
Professional Tax Practitioner (SA) / Professional Accountant (SA)Silverlakes, Pretoria
1 day ago


Assistant Financial Manager
Location: Johannesburg
Salary: 620000 Annually
A leading organization within the distribution and supply chain industry is seeking a driven and commercially minded Assistant Finance Manager to join its team based in Johannesburg East.
7 days ago


CRM Consultant
Location: Pretoria
Salary: 10 000
CRM consultant📍 Groenkloof, Pretoria🏢 Department: CRM Department📌 Must have Valid Drivers License🚗 Travel Required: Yes, regularly🎓 Training Provided: Yes📢 Advertising: Internal and ExternalSalary: R10 000 CTC - R20 000 CTC, depending on experience Well-established company specialising in the administration of Injury on Duty claims within the medical claims administration fi...
8 days ago


Financial Accountant
Location: Johannesburg
Salary: 380000 Annually
A well-established company within the distribution and warehousing industry is seeking a skilled and detail-oriented Financial Accountant to join its dynamic team based in Springs.
16 days ago


Sales Consultant | Pretoria
Location: Pretoria
Salary: Market Related
Sales consultant | Pretoria
17 days ago


LABOUR LAW CONSULTANT & GENERAL ASSISTANT | PRETORIA NORTH
Location: Pretoria North
Salary:
Today


Head: Organisational Effectiveness
Location: Sandton
Salary: R80k - 100k per month
Organisational Effectiveness & Culture consultant to help translate employee insights and data
3 days ago


HR Manager
Location: Pretoria
Salary:
HR ManagerPretoria EastR50 000 - R70 000My client delivers bespoke payment solutions and is looking for a seasoned HR professional who can operate independently, enhance existing HR practices and support the organizations growth and people development needs. This is "an in office" position
4 days ago


HR and Payroll Administrator
Location: Sandton
Salary:
HR and Payroll AdministratorGauteng, SandtonR26 000 - R30 000 CTC + Provident Our client in the manufacturing industry is looking for a well experienced HR and Payroll Administrator to join their team
10 days ago


HUMAN RESOURCES MANAGER
Location: Randburg
Salary:
HUMAN RESOURCES MANAGERJOHANNESBURG R40 000 CTC PER MONTH 
11 days ago


Create a free job alert for Member Consultant– Employee Benefits in Johannesburg

Enter your email address below and we will email you similar jobs when they become available:

You can cancel at any time. We will not spam you.
By giving us your email address your agree to our Terms and Conditions