18/09/2024
Our client in the financial health sector requires a Senior Financial Consultant: EB to join their dynamic team in Gauteng.
Qualifications:
Matric, FAIS Fit & Proper compliant (NQF Level 5, Regulatory Exams) and continuous learning is expected
MS Office proficient and proficiency in English (second language proficiency preferable); driver’s license and own car
3-year experience in Employee Benefits Consulting
Duties:
Technical consulting (analyse, strategies and communicate)
Conduct thorough analysis of clients’ overall employee benefits (e.g. Retirement fund, group risk, etc.) with the objective of quantifying related costs, risks, inefficiencies, duplications, gaps, and business opportunities
Conduct annual review (benefit and cost comparison) of all benefits
Compile a value based, integrated and progressive annual strategy for each client
Propose strategies geared towards mitigating the risks identified, improving efficiencies, and leveraging business opportunities within each client
Compile reports and presentations for various projects.
The reports and presentations must be compiled and presented in a manner that demonstrates the value delivered by company and promotes the company brand
Facilitate/manage meetings (internal and external) with an objective/outcome in mind. Ensure adherence to time allocated, promote interaction and control focus to discussion points
PORTFOLIO MANAGEMENT
Ensure ex*****on of strategies and services planned for each year within the time allocated
Ensure compliance to Service Level Agreements and Turn Around Times
Monitor ICU flags (i.e., expiry of contractual term, loss of relationship at executive management and material service failure) and communicate identified concerns to COMPANY’s senior management. Prioritise service delivery to ICU flagged clients
Develop and maintain a good relationship with the HR/Payroll Team, HR Management, and the Executive Team
Manage elevated service delivery complaints to the best of your capability
There will be special projects allocated to you to oversee and manage. You will be required to design a project plan, present the plan to the team involved, delegate tasks and provide progress report to the team
Manage a team of Service Consultants by communicating their roles and responsibilities, help them structure their workflow (i.e., weekly project plan) and monitor consultants that are performing under supervision (compliance))
Supervise the Service Consultants in carrying out their duties through weekly workflows and monthly/quarterly performance reviews
Identify areas where Service Consultants require support, training, and development
Manage poor performance though appropriate disciplinary process and action
Drive adherence to compliance by ensuring team follows compliance protocols
Please send through applications to:
[email protected]
If not contacted in 2 weeks please consider your application as unsuccessful