Employee Benefits Consultant – JHB

 FAIS Accredited

• 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 autonomously manage a portfolio of clients, with the senior manager in a mentoring and guidance role;
• Establish relationships with key decision makers , the participating Employers & Trustees;
• Set an annual year plan per Fund and arranging Trustee/mancom/Sub-Committee meetings and other Fund activities and ensuring that this is adhered to;
• Manage meetings: preparing agendas, handling meetings, prepare minutes, and ensuring that action items are addressed timeously;
• 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;
• Adhering to service standards in terms of the SLAs ,and
• Other functions that ensure smooth management of the portfolio.