Principal Consultant (Retirement Fund) Full Time Job

Principal Consultant (Retirement Fund) job vacancy in Cape Town.

The ideal candidate would be a motivated, hard-working self-starter with excellent management, business development and strategic planning skills and have the required expertise and relevant experience in retirement fund consulting.

Requirements:

Academic qualifications:

• Relevant business-related degree and / or other industry applicable qualification i.e., BCom degree or at least a NQF 6 equivalent.
• Further studies will be an advantage.

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:
  • Short-Term Insurance Commercial Lines, Long-Term Insurance, Pension Funds Benefits, and the various applicable Investment categories.
• Applicable and proven legislative/industry knowledge required.
• MS Office: Word, Excel & Outlook proficient.
• Contactable references.

Skills Required:

We are looking for an exceptional individual who can demonstrate the strength of character and self-motivation to succeed in a high-profile executive role. Ideally you will have –

• 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.

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.
• Arranging and attendance of Trustee / Manco meetings, as well as the provision of secretarial services. Prepare and distribute agenda packs for meetings. Take minutes of meetings.
• Ensure the quality of information flows to our clients.
• Deliver compelling business solutions to support clients in achieving their goals.
• Establish a relationship with key decision makers, the participating employer & trustees.
• Set an annual year plan per Fund and arranging Trustee/Manco meetings and other Fund activities.
• Provision of appropriate advice, excellent client service and project management of Fund critical events to ensure the smooth running of the Fund.
• Manage service providers.
• Prepare and conduct member presentations.
• Conduct risk re-brokes.