Employee Benefits Consultant

• Excellent technical knowledge
• Provide clients with Proactive relevant advice
• Adhere to the FAIS requirements

 Best Practice

• Assist in formulation of NMG Best Practice
• Ensure that NMG Best Practice is implemented within client base
• Assist in the formulation of NMG best practice, and work on consulting projects

 Budgets

• Responsible for setting the budgets for client portfolios
• Responsible for monitoring income and expenditure when compared to the budget on a monthly basis
• Responsible for achieving ad hoc billing targets as agreed in the budget
• Participate in new business and cross  initiatives within the branch

People

• Foster a good working relationship with clients,  staff, manager, internal divisions and colleagues

 Client Relationship Management

• Be able to  run with the client portfolio
• Establish a relationship with key decision makers , the participating Employer & Trustees
• Set an annual year plan per Fund and arranging Trustee/Mancom meetings and other Fund activities and ensuring that this is adhered to
• Provision of appropriate advice, excellent client service and project management of Fund critical events to ensure the smooth running of the Fund
• Effective management of service providers and adherence to NMG standard operating procedures and best practice
• Prepare and conduct member presentations
• Conduct risk re-brokes
• Take minutes of meetings
• Prepare  and distribute agenda packs for meetings

• B.Com or equivalent degree – NQF6
• Further studies an advantage
• FAIS accredited

• Good written communication
• At least 5 years Employee Benefits consulting experience
• Passion for technical issues and industry developments
• Good attention to detail
• Excellent implementation and organisational skills
• Good people skills
• Good understanding of the business
• Ability to travel to conduct member presentations
• Have own reliable vehicle

• Planning Skills
• Interpersonal skills
• Time Management
• Problem Solving skills
• Customer Focus Skills
• Computer literate: Advanced Knowledge of Word, Powerpoint and Excel