The 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 writing skills; Verbal and written communication in English and Afrikaans, at all levels; will enable you to: Duties: 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.
