Employee benefits Specialist

About the position

Well established company on the East Rand seeks an Employee Benefits Specialist to join their dynamic team
Role Purpose 
This client-facing role focuses on expanding client base, and strengthening existing relationships. The successful candidate will build and manage client relationships, provide tailored advice and ensure ongoing regulatory compliance - own transport essential 

Education

• RE5 Certification.
• Relevant Financial services industry qualification, NQF5 in Wealth Management of Financial Planning / 120 FAIS credits.
• Relevant Class of Business for Risk Benefits Advice

Experience 

• Over 3 years’ experience in financial services with a focus on employee benefits and client solutions
• Proven ability to build and maintain strategic relationships that drive business growth
• Skilled at engaging confidently with senior decision-makers, HR professionals, and diverse stakeholders
• Strong organisational and time management skills to handle multiple priorities efficiently
• Experienced in interpreting financial and underwriting data to tailor client-focused recommendations

Duties 

• Driving growth in new business
• Participate in proactive new business marketing initiatives
• Develop communication strategies to educate members about their benefits
• Establish and nurture client and provider relationships
• Identify new business as well as upsell or cross-sell opportunities.
• Collaborate with insurers, underwriters and internal account managers to deliver competitive solutions.
• Keeping up to date with market product and service offerings
• Maintain up-to-date knowledge of changing products, legislation, and market trends.
• Managing new business processing and placement, from end to end

Desired Skills:

• employee benefits specialist
• employee benefits consultant
• financial advisor
• client relationship manager - employee benefits