Job Description
To manage and grow a portfolio of high-value clients by executing the customer relationship management strategy within defined parameters. Contribute to strategic initiatives and translate them into operational plans to drive client satisfaction, retention, and revenue growth.
Ensure effective delivery of client services through proactive relationship management and continuous improvement of service standards.
Are you someone who can:
Deliver high quality, high touch client relationship management and advice to corporate clients within the retirement fund and group risk benefits environment. This role ensures that benefit structures are optimally designed, compliant, well communicated, and aligned to the needs of employers and their members.
You will be an ideal candidate if you have:
Qualifications & Experience
Grade 12 (Matric)
Bachelor's Degree in Commerce or a related field
Regulatory Examination (RE) qualification will be advantageous
Proven experience in retirement funding, employee benefits consulting, and group risk solutions.
Minimum of 3 - 5 years' consulting experience
Strong knowledge of industry products, regulatory requirements, and benefit consulting practices.
You will have access to:
Opportunities to network and collaborate.
A challenging working environment
Opportunities to innovate.
Key Responsibilities
Client Advisory & Benefit Design
Provide FAIS compliant financial advice to corporate clients on retirement funds and group risk benefits.
Design, review, and tailor benefit structures based on workforce demographics, employer budgets, and strategic objectives.
Analyse existing benefit arrangements to identify gaps, inefficiencies, risks, or shortfalls, and propose improved solutions.
Present recommendations and provide strategic guidance to employer decisionÃÂâÃÂÃÂÃÂÃÂmakers, trustees, and HR executives on an ongoing basis.
Client Engagement & Relationship Management
Build and maintain strong, trust-based relationships with clients at both employer and member level.
Manage ongoing client needs through high touch, proactive engagement, ensuring consistent service excellence.
Conduct benefit reviews, induction sessions, member education engagements, and strategic planning sessions.
Act as the primary point of contact, ensuring first-time resolution of queries and seamless service delivery.
Communication & Member Support
Provide input on member communication including benefit guides, presentations, and change management material.
Translate complex benefits and legislative concepts into clear, easy-to-understand communication for members.
Support digital adoption and guide members on tools and platforms enhancing member experience.
Compliance, Governance & Reporting
Ensure all advice, communication, and processes are aligned with FAIS, fund rules, and regulatory requirements.
Maintain accurate administration, reporting, and documentation in line with internal governance standards.
Identify and escalate potential risks, ensuring protection of both the client and the organisation.
End Date: June 12, 2026