Retirement Consultant

 

Recruiter:

Execuplace Appointments

Job Ref:

SGM

Date posted:

Friday, February 18, 2022

Location:

Johannesburg, South Africa

Salary:

R450K


JOB SUMMARY:
Retirement Consultant

JOB DESCRIPTION:

Key Responsibilities

  • Preparation of agenda packs
  • Meeting attendance
  • Draft minutes of meetings
  • Action matters arising
  • Induction presentations
  • Rate renewals and market reviews
  • Building relationships with HR contacts
  • Resolving client queries
  • Completion of compliance reporting

Knowledge, Skills and abilities

  • Must be FAIS compliant and no longer under supervision
  • Minimum 5 years’ client service experience with a focus on retirement and risk consulting
  • Must have ability to work as part of a team
  • Must have the ability to work accurately with attention to detail
  • Must be a good communicator
  • Must have self-organisational skills
  • Self-disciplined and deadline focused
  • Strong critical thinking and analytical problem-solving skills (peer review)
  • Be fluent in English (other language will be advantageous)
  • Enthusiastic, energetic, yet professional
  • Must have MS Office knowledge proficiency
  • Must have own transport

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.



 

 

 

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