Key Purpose

• To effectively and efficiently manage and grow relationships between Discovery CEB and all stakeholders e.g. Brokers as well as servicing department (Admin), Quotes, Accounts, Claims and Underwriting, Franchises, Brokers Consultants and clients e.g. brokers, employers and members. Also to ensure that quality service is delivered to these Stakeholders. To be present in the broker’s office to promote and protect Discovery’s retirement fund business.

Areas of responsibility may include but not limited to

• The Service Consultant needs to establish, grow and maintain relationships with CEB clients.
• When problems occur, the Service Consultant needs to find the best possible solution to ensure that the problem is solved as efficiently and effectively as possible, aligned to business practices while ensuring that the least amount of damage is done to the relationships of the parties involved.
• SC to be able to prepare Agenda pack and minutes for client meetings.
• SC to ensure meetings are arranged with all brokers and employers where applicable during the course of the year.
• SC to meet with the new business team to address any queries on their portfolios as and when necessary, before new business meetings are arranged with clients directly.
• SC to arrange meeting or courtesy call to ensure escalation is addressed with the irrespective clients.
• SC to present Installation and conduct an onboarding meeting  – explain documents, SLA’s as well as roles and responsibilities to broker and employer.
• Present admin changes – explain documents, rate change, issue minutes and processes.
• SC to monitor or communicate progress / feedback or resolution regarding query to client / broker.
• SC to present and review admin reports for broker and trustee meetings
• SC assist broker and employer client with web functionality and drive usage
• Represent the retirement fund business and address all gaps and concerns relating to the business

Personal Attributes

• Leading and Supervising
• Planning & Organizing skills
• Working with People – Communication
• Persuading and Influencing
• Adhering to Principles and Values – Self management
• Delivering Results and Meeting Customer Expectations
• Coping with Pressure and Setbacks
• Relating and Networking
• Teamwork and analytical skills
• Communication
• Problem solving
• Initiative and enterprise
• Learning
• Technology

Education and Experience

Relevant Industry Qualifications

• Wealth Management / Financial Planning/ NQF level 5 or similar is advantageous as a minimum
• 5 – 7 years Employee Benefits, Retirement Funds, Umbrella Fund experience – Essential
• MS Office – Advanced Excel Skills, Retirement Fund and Umbrella Fund operations, Accounting, Investments,
• Full compliance and legislative universe relating to employee benefits, FAIS and Umbrella Funds.