ASSISTANT DIRECTOR

Cirqlar Investment Solutions; Bellville; Hybrid; ZAR 1,200,000 - 1,800,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Cirqlar Investment Solutions seeks an Assistant Director of Employee Benefits Consulting to join a leading financial services firm in the Western Cape. The role requires a strong FAIS accreditation (RE5) and extensive experience with pension funds, insurance and investments.

You will lead client engagements, manage teams, and drive new business while ensuring exceptional service delivery to employers and retirement funds. Hybrid working with office presence in Bellville is expected.

Qualifications

• FAIS accredited with RE5 knowledge.
• Experience with retirement funds and employee benefits.
• Management experience and proven client servicing.

Responsibilities

• Market and establish Verso Group EB products and services in Western Cape.
• Maintain and grow existing business through cross-selling and partnerships.
• Build strong relationships with channels and consultants to deliver employee benefits solutions.
• Prepare market intelligence reports for strategy.
• Coordinate Trustee/Manco meetings and provide secretarial support.
• Ensure accurate information flow to clients and deliver tailored solutions.

Skills

Sales experience

Client management

Interpersonal skills

Pension Fund knowledge

Tax/Legislation knowledge

Bi-lingual English/Afrikaans

Education

BCom degree or NQF6 equivalent

Job description

We have an exciting opportunity for an Assistant Director Employee Benefits Consulting - to join a rapidly expanding and leading Financial Services Company that holds an impeccable reputation within the industry for quality of service and advice.

QUALIFICATIONS AND EXPERIENCE:

• Relevant business-related degree and / or other industry applicable qualification i.e., BCom degree or at least a NQF 6 equivalent.
• Further studies will be an advantage.

Experience:

• At least 6 years relevant employee benefits consulting experience, having recently provided consulting services to retirement funds.
• At least 5 years management experience.
• A proven record of successful client servicing to employers / retirement funds, and proven new business generation would be an advantage.

Other:

• FAIS accredited, with excellent technical knowledge of the industry (RE5). The position may also carry Key Individual responsibilities. (RE1), and the successful candidate must have proven and current experience in the following business classes:
• Short-Term Insurance Commercial Lines, Long-Term Insurance, Pension Funds Benefits, and the various applicable Investment categories.
• Applicable and proven legislative/industry knowledge required.

JOB TYPE:

• Permanent; 60-40 hybrid working model.
• The incumbent will report at our Bellville office.
• Office hours: 7.5 hours per day. Monday to Friday, between the hours of 08h00 17h00, core hours are between 09h00 16h00.

REMUNERATION & BENEFITS OFFERED:

• Negotiable - based on qualification & years of experience.

Compulsory membership of:

• Verso Umbrella Retirement Provident Fund.
• Employers risk benefit schemes.
• Discovery Health medical scheme (unless a member of spouses medical aid).

SKILLS REQUIRED:

• We are looking for an exceptional individual who can demonstrate the strength of character and self-motivation to succeed in a high-profile role. Ideally you will have
• previous experience within a similar position with a proven sales and consulting track record.
• excellent interpersonal, marketing and presentations skills.
• a thorough knowledge of the Pension Fund and Income Tax Acts and other relevant legislation, as well as Adjudicator determinations.
• a good understanding and experience in all technicalities of the Pension Fund and group scheme industry.
• strong organisational skills, goalorientated and competitiveness for success.
• a passion for service delivery and client management with a proven track record.
• excellent verbal and written communication skills in both English and Afrikaans.
• attention to detail/accuracy.
• The ability to work independently, as well as a good understanding of the dynamics and value of a team.
• The ability to thrive under pressure.

KEY DUTIES & RESPONSIBILITIES:

• As an Assistant Director, you will be responsible for
• Actively marketing and establishing of Verso Group as an EB product and service provider in the Western Cape regions.
• Maintain existing business and acquire new business through cross selling, business -partnerships and individual initiatives, in order to grow business.
• Maintain strong working relationship with different business channels and external consultants by offering excellent customer service relating to employee benefits products.
• Collecting market intelligence and prepare reports to management for formulating marketing strategy.
• Analyzing, developing, implementing, and communicating client EB solutions.
• Arranging and attendance of Trustee / Manco meetings, as well as the provision of secretarial services.
• Ensure the quality of information flows to our clients.
• Deliver compelling business solutions to support clients in achieving their goals.