Managing Director

Cirqlar Investment Solutions; Bellville; Hybrid; ZAR 1,500,000 - 2,100,000; Full time

Job summary

Cirqlar Investment Solutions seeks a senior executive to lead its Employee Benefits Consulting division from our Bellville offices. You will direct strategy, guide the Board, and manage a team of consultants and administrators across branches, ensuring targets are met and client outcomes are achieved.

Ideal candidates bring 10+ years in retirement fund consulting, 7+ years in management, and FAIS accreditation with RE5, with strong leadership, business development, and compliance capabilities.

Qualifications

• BCom degree or NQF 6 equivalent; further studies advantageous.
• FAIS accreditation with RE5 knowledge.
• Experience: 10+ years in retirement fund consulting; 7+ years in management.

Responsibilities

• Direct and control division work and staff to achieve mission and objectives.
• Develop and implement corporate and business plans; monitor progress for cost-effective delivery.
• Provide strategic advice to CEO and Board; maintain R&D programs to stay industry-leading.
• Prepare and oversee annual budget; maximize revenue and minimize fixed costs.
• Develop and maintain marketing/public relations strategy; represent the company with clients and stakeholders.

Skills

Leadership

Strategic planning

Client management

Multilingual

Industry knowledge

People management

Marketing skills

RE5 accreditation

Education

BCom degree or NQF 6 equivalent

Further studies advantageous

Job description

JOB INFO

The incumbent will report to the CEO and will direct and control Employee Benefits Consulting business and give strategic guidance and direction to the Board, to ensure that the Company achieves its mission and objectives.

The incumbent will lead and manage a team of employee benefit / retirement fund consultants and administration staff (including at our respective branch offices), ensuring that all targets are achieved, and that each consultant has delivered compelling business solutions to support their clients in achieving their goals. The ideal candidate would be a motivated, hard-working self-starter with excellent management, business development and strategic planning skills and have the required expertise and relevant experience in retirement fund consulting.

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 10 years relevant retirement fund consulting experience, having recently provided consulting services to retirement funds.
• At least 7 years management experience. A proven record of successful client servicing to retirement funds, and proven new business generation would be an advantage.

Other

• FAIS accredited, with excellent technical knowledge of the industry (RE5).
• The position also carries 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: 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 executive role.
• Ideally you will have previous experience in a similar position of employee benefit / retirement fund consulting with a thorough knowledge of legislation applicable to the retirement fund industry.
• excellent interpersonal, marketing, presentation, and management skills. strong organizational skills, attention to detail and goal orientated with an eager competitiveness for success.
• a passion for service delivery and client management.
• excellent verbal and written communication skills in both English and Afrikaans (more languages an advantage).
• a good understanding of the dynamics and value of a team. the ability to thrive under pressure.

KEY DUTIES & RESPONSIBILITIES

• The key duties and responsibilities include Direct and control the work and resources of the division and ensure the recruitment and retention of well-motivated and trained staff to ensure that its mission and objectives are achieved.
• Develop and implement comprehensive corporate and business plans and monitor progress against these plans to ensure that the Company attains its objectives as cost-effectively and efficiently as possible.
• Provide strategic advice and guidance to the CEO and the Board, to keep them aware of developments within the industry and to ensure that the appropriate business models are developed to meet the Company's mission and objectives. -Develop and maintain research and development programs to ensure that the Company remains at the forefront of the industry, offering leading-edge and cost-effective products and services.
• Prepare and oversee the implementation of the annual budget to ensure that budget targets are met, that revenue flows are maximized and that fixed costs are minimized.
• Develop and maintain an effective marketing and public relations strategy to promote the products, services, and image of the Company in the wider industry. Represent the Company and build trust relationships with clients, service providers and other key stakeholders.