Broker Service Consultant (Senior)

Discovery Limited; Gauteng; On-site; ZAR 400 000 - 600 000; Full time

Job summary

A leading company in employee benefits seeks a dedicated professional to manage client relationships and ensure quality service delivery. The role involves problem-solving, effective communication, and maintaining strong ties with brokers and clients. Ideal candidates will have substantial experience in employee benefits and a relevant qualification.

Qualifications

• 5-7 years of experience in Employee Benefits, Retirement Funds.
• Knowledge of Retirement Fund operations and compliance.

Responsibilities

• Manage and grow relationships with CEB clients.
• Prepare agenda packs and minutes for client meetings.
• Assist brokers with web functionality.

Skills

Leadership

Communication

Analytical Thinking

Problem Solving

Networking

Education

Wealth Management / Financial Planning / NQF level 5

Tools

MS Office

Job description

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Business Unit: Discovery Employee Benefits

Function: Brokers (FAIS Accredited)

Date: 7 May

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 to achieve financial success and to ignite positive and meaningful change within society.

About Discovery Corporate & Employee Benefits

Discovery Corporate and Employee Benefits is the first and only employee benefits provider to shape employee behavior, creating healthier and wealthier workforces.

It is an exciting business as we reimagine how retirement savings and life insurance are offered to companies and employees.

Key Purpose

To effectively and efficiently manage and grow relationships between Discovery CEB and all stakeholders (e.g., brokers, servicing department, quotes, accounts, claims, underwriting, franchises, broker consultants, clients).

To ensure quality service delivery to these stakeholders.

To be present in brokers' offices to promote and protect Discovery's retirement fund business.

Areas of Responsibility

• Establish, grow, and maintain relationships with CEB clients.
• Resolve problems efficiently and effectively, minimizing relationship damage.
• Prepare agenda packs and minutes for client meetings.
• Arrange meetings with brokers and employers as needed.
• Meet with the new business team to address portfolio queries before client meetings.
• Arrange meetings or calls to address escalations.
• Present installation and onboarding meetings, explaining documents, SLAs, roles, and responsibilities.
• Present admin changes, explain documents, rate changes, issue minutes, and processes.
• Monitor, communicate progress, feedback, or resolution regarding queries.
• Review admin reports for broker and trustee meetings.
• Assist brokers and employer clients with web functionality and promote usage.
• Represent the retirement fund business, addressing related gaps and concerns.

Personal Attributes

• Leadership and supervision skills.
• Effective communication and interpersonal skills.
• Persuading and influencing abilities.
• Adherence to principles and values.
• Self-management and resilience.
• Results orientation and customer focus.
• Pressure handling and setback management.
• Networking and teamwork skills.
• Analytical thinking and problem-solving.
• Initiative and enterprise.
• Technological proficiency.

Education and Experience

• Wealth Management / Financial Planning / NQF level 5 or similar qualification is advantageous.
• 5–7 years of experience in Employee Benefits, Retirement Funds, Umbrella Funds.
• Proficiency in MS Office, especially Excel.
• Knowledge of Retirement Fund and Umbrella Fund operations, accounting, investments.
• Full compliance and legislative knowledge related to employee benefits, FAIS, and Umbrella Funds.

Employment Equity

The company's approved Employment Equity Plan and Targets will be considered during recruitment.

As an Equal Opportunities employer, we encourage and welcome applications from people with disabilities.