Employee Benefits Consultant

Position Name  Consultant for the Johannesburg Branch
 Reports to Team leader – Johannesburg
 Division Employee Benefits
Key Performance Objectives
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


  • Input into 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


  • Foster excellent working relationships with clients,  staff, manager, internal divisions and colleagues

 Client Relationship Management

  • Drive and own client relationships
  • 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;
  • Ensure action items and client deliverables are done timeously with a sense of urgency
  • 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.

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

  • Good written communication
  • At least 3 – 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
  • Good understanding of the industry
Competencies (skills required)

  • Planning Skills
  • Interpersonal skills
  • Time Management including sense of urgency and being a driver of deliverables
  •  Problem Solving skills
  • Customer Focus Skills