Employee Benefits Consultant

RecruitMyMom; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services company is seeking an Employee Benefits Consultant to manage and develop client relationships. The role involves client meetings, compliance documentation, and team management. Candidates must have strong administrative skills and experience within the industry. Proficiency in Outlook, Excel, and CRM systems is essential. This permanent position in Durban offers a salary range of R20,000 to R30,000 depending on experience, including various benefits.

Benefits

Group risk insurance

Medical aid

Provident fund

Qualifications

• RE5 certification is required.
• Previous experience in the financial services industry.
• Ability to develop technical knowledge and ensure it is upgraded.

Responsibilities

• Meet with clients to establish relationships.
• Monitor EB revenue reporting for accuracy.
• Communicate clearly with all stakeholders.
• Implement systems to track service level agreements.

Skills

Strong admin skills

Attention to detail

Strong communication skills

Tools

Outlook

Excel

MS Teams

SharePoint

CRM

Job description

Overview

Upper Highway area, Durban, South Africa | Posted on 28/10/2025

Salary R20 000 - R30 000 CTC (depending on your experience) including benefits

Remuneration Term Per Month

Date Opened 28/10/2025

City/Town Upper Highway area, Durban

Country South Africa

Job Description

A financial services company is seeking a skilled Employee Benefits Consultant to join their team. In this role you will be expected to create new Employee Benefits client relationships and maintain existing ones. You will have the opportunity to support and manage team members. Previous experience in the financial services industry in an admin support / medical aid / gap cover role is essential. This is a permanent, in-office role.

An elevated desire to operate in a professional manner and conduct yourself in a polite and highly organised and effective manner is imperative.

Responsibilities

• New & Existing EB Clients:
  • Meet with clients from time to time
  • Presentations to management committees
  • Annual review and member presentations
  • Monitor EB revenue reporting for completeness and accuracy
• Compliance & Process:
  • Agree and document services to be provided
  • Provide and explain regulatory disclosures to new/existing EB clients
  • Agree and sign service level agreements with new/existing EB clients
  • Conduct financial needs analysis for EB members
  • Source quotations for product related recommendations
  • Consolidate recommendations and action steps into a presentation for the Manco
  • Get clients to complete and sign all required documents
  • Adhere to compliance, operational procedures and practice management standard
  • Execute and monitor the actions that need to be taken on the conclusion of the Manco meetings
  • Ensure that CPD points are maintained
• Communication and client intimacy:
  • Communicate instructions clearly to internal and external stakeholders
  • Friendly and caring to the client in all endeavours
• Practice management:
  • Implement systems to track and monitor FICA and FAIS correct service level agreement/mandate
  • CRM system is kept up to date
  • Timeous reviews and servicing
  • Create a context in which the EB team can be encouraged to excel and grow, including identifying training and development opportunities
  • Attend frequent team catch up meetings

Requirements

• RE5
• Strong admin skills and attention to detail
• Strong communication, telephonic, written and with clients

Please note for this role: Background checks will be conducted and therefore a clear credit and criminal record are non-negotiable

• Previous experience in the financial services industry
• Outlook and general Office 365 (specifically strong Excel skills, experience with MS Teams and SharePoint)
• CRM
• Develop a moderate level of technical knowledge and ensure it is maintained or expanded
• Participate in training and development as outlined in the individual training plan
• You will be expected to contribute towards setting individual objectives and KPIs in conjunction with management and based on achieving business objectives
• Provide accurate reports on individual performance and activities as requested
• Contribute towards assessment of individual skills and compilation of training and development plan
• Attend formal performance reviews at least annually
• Comply with all business policies and procedures

Included in TCTC - group risk, a portion of medical aid, provident fund.