ASSISTANT DIRECTOR

Cirqlar Investment Solutions; Bellville; Hybrid; ZAR 300 000 - 400 000; Full time

Job summary

A leading Financial Services Company in Bellville seeks an Assistant Director of Employee Benefits Consulting. This role involves marketing and establishing the company as a provider in the Western Cape, maintaining existing clients, and acquiring new ones. Applicants should have at least 6 years of consulting experience and strong interpersonal skills. A business-related degree and relevant industry knowledge are essential, along with FAIS accreditation and excellent communication skills. This is a permanent position with a hybrid work model.

Benefits

Compulsory membership of retirement provident fund

Employers risk benefit schemes

Discovery Health medical scheme

Qualifications

• Minimum 6 years of employee benefits consulting experience with retirement funds.
• 5+ years of management experience.
• Proven successful client servicing experience.

Responsibilities

• Marketing and establishing the Verso Group as an employee benefits provider.
• Maintaining and acquiring business through initiatives.
• Collecting market intelligence for marketing strategy.

Skills

Interpersonal communication

Sales track record

Market intelligence

Attention to detail

Client management skills

Presentation skills

Goal-oriented

Ability to work under pressure

Education

Relevant business-related degree or NQF 6 equivalent

FAIS accreditation

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 spouse’s 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 presentation 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, goal‑orientated 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 Verso Group as an employee benefits product and service provider in the Western Cape regions.
• Maintaining existing business and acquiring new business through cross‑selling, business‑partnerships and individual initiatives, in order to grow business.
• Maintaining strong working relationships with different business channels and external consultants by offering excellent customer service relating to employee benefits products.
• Collecting market intelligence and preparing reports to management for formulating marketing strategy.
• Analysing, developing, implementing, and communicating client employee benefits solutions.
• Arranging and attending Trustee / Manco meetings, as well as the provision of secretarial services.
• Ensuring the quality of information flows to our clients.
• Delivering compelling business solutions to support clients in achieving their goals.

To Apply

Apply on our website.