21/11/2023
Job ⚠ Principal Consultant - Cape Town ( Retirement Fund/ Employee Benefits )
Are you current in most or all the below categories? Then we want to hear from you.
Long-Term Insurance Subcategory A
Long-Term Insurance Subcategory B1
Long-Term Insurance Subcategory B2
Long-Term Insurance Subcategory B2-A
Long-Term Insurance Subcategory B1-A
Long-Term Insurance Subcategory C
Retail Pensions Benefits ⚠
Short -Term Insurance Commercial Lines ⚠
Pension Funds Benefits ⚠
Participatory interest in a collective investment scheme
Our client is looking for an exceptional individual able to succeed in a high-profile executive role.
Experience:
• At least 6 years relevant employee benefits consulting experience, having recently provided consulting services to retirement funds.
• At least 5 years management experience.
• A proven record of successful client servicing to employers / retirement funds, and proven new business generation would be an advantage.
Other:
• FAIS accredited, with excellent technical knowledge of the industry (RE5). The position may also carry Key Individual responsibilities. (RE1), and the successful candidate must have proven and current experience in the following business classes
SKILLS REQUIRED:
• previous experience in a similar position of employee benefits / retirement fund consulting with a thorough knowledge of legislation applicable to the retirement fund industry.
• excellent interpersonal, marketing, presentation, and management skills.
• strong organizational skills, attention to detail and goal–orientated with an eager competitiveness for success.
• a passion for service delivery and client management.
• excellent verbal and written communication skills in both English and Afrikaans (more languages an advantage).
• a good understanding of the dynamics and value of a team.
• the ability to thrive under pressure.
KEY DUTIES & RESPONSIBILITIES:
The key duties and responsibilities include –
• Be able to manage a portfolio of clients.
• Maintain existing business and acquire new business through cross selling, business -partnerships and individual initiatives, to grow business.
• Maintain strong working relationship with different business channels and external consultants by offering excellent customer service relating to employee benefits products.
• Collecting market intelligence and prepare reports to management for formulating marketing strategy.
• Analyzing, developing, implementing, and communicating client EB solutions.
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