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Broker Services Consultant

Business:  Discovery Employee Benefits
Function:  Brokers (FAIS Accredited)
Date:  08-Jun-2021

 

Achieve more than     YOU BELIEVE  

 

 

 

 

 

 

 

 

 

 

 

 

Discovery – Employee Benefits

 

 Broker Services Consultant

 

About Discovery

 

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

 

About Discovery Employee Benefits

 

Discovery Employee Benefits is the first and only employee benefits provider to be shaping employee behaviour, creating healthier and wealthier workforces. It is an exciting business to be in as we reimagine the way retirement savings and life insurance is brought to companies and employees.

 

Key Purpose

 

To manage and grow relationships between Discovery EB 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 effectively and efficiently. 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 EB 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.

Achieve the following objectives:
Have regular recurring meetings with the brokers/employers – represent the retirement fund business

  • Feedback to operational management team on servicing status
  • Meet regularly with the admin management team to discuss servicing matters
  • Reduce escalation of queries -queries to be resolved as soon as possible.
  • Manage the client perception surveys for the retirement fund business and drive client participation
  • Manage the employer/broker relationship post installations and present retirement fund admin changes, eg renewals or benefit enhancements changes, to brokers ensuring that the information supplied is understood and any questions/queries/problems are resolved out as soon as possible.
  • Drive digital adoption by employers/brokers and members
     

 

 

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
  • Team work and analytical skills
  • Communication
  • Problem solving
  • Initiative and enterprise
  • Learning
  • Technology

 

Education and Experience

  • Matric - essential
  • 3 - 5 years Employee Benefits, Retirement Funds, Umbrella Fund experience – Essential
  • NQF level 5 or similar is advantageous
  • Relevant Industry Qualifications – Wealth Management, Introduction to Retirement Funds – Advantageous
  • 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.

 

 

Employment Equity  

The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

 

EMPLOYMENT EQUITY   
                             
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

Apply now »