Retirement and Risk Benefits Consultant

AON; Johannesburg; On-site; ZAR 500 000 - 900 000; Full time

Job summary

A leading insurance firm in Johannesburg seeks a Retirement and Risk Benefits Consultant to manage client portfolios and provide valuable advice. Candidates should have at least 8 years of experience and be registered with the FSCA. Strong communication and interpersonal skills are essential for success in this role.

Benefits

Global Wellbeing Days

Continuous learning opportunities

Qualifications

• Must be registered as a representative with the FSCA in terms of the FAIS Act.
• Have a minimum of 8 years’ experience in a similar or related role.

Responsibilities

• Manage a portfolio of funds/schemes efficiently.
• Lead client interactions and meetings according to the established plan.
• Prepare reports and documentation for meetings.

Skills

Computer literacy (MS Word and Excel)

Effective communication

Interpersonal skills

Organizational skills

Analytical skills

Education

Grade 12 (Matric)

NQF level 8/9 qualification in wealth management

Job description

Risk & Retirement Benefits Consultant

We are hiring!

Aon South Africa is recruiting a Retirement and Risk Benefits Consultant in the Employee Benefits department, based at our offices in Sandton. The role is to efficiently and effectively manage a portfolio of funds/schemes in accordance with SLA requirements and to provide guidance, support and advice that adds value to all role players within the relationship.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

Our organization is united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

Meetings

• Lead client interactions in accordance with the pre‑established year plan.
• Liaise with the Operations Manager to finalise agenda packs for distribution to clients one week prior to Board/Manco meetings (or per SLA).
• Prepare all communication and information requirements (agendas, minutes, reports) for client meetings.
• Assist with the annual market review of existing benefit offerings and/or applicable rates.
• Provide administrative support to the team, including updating and maintaining accurate records and files, entering data into relevant systems, assisting with producing documents and collating information.
• Adhere rigorously to agreed SLAs with clients.
• Cooperate and work with colleagues and other partners to ensure tasks are completed on time.
• Lead and control service provider interactions during client meetings.
• Lead feedback and recommendations at all Committee and Board meetings.
• Provide draft minutes within two weeks from Board/Manco meetings for circulation to Board/Manco for final input.
• Lead action items with assistance from the Operations Manager.
• Finalize and implement action items identified.

Relationships

• Interact on a regular basis with clients either in person or telephonically to establish relationships and handle Fund/Benefit activities.
• Supervise and run interactions with Service Providers as the client representative.
• Execute processes in accordance with prescribed timelines.

Portfolio

• Keep documentary evidence of all tasks/instructions relevant to client activities (ROA).
• Implement monthly and quarterly performance reviews with the Operations Manager.
• Advise and keep clients up to date with all industry developments and legislative changes.
• Monitor the rate review process, present and discuss outcomes with the client, and make final recommendations for implementation.
• Assist clients in member education and communication strategies.

Finances

• Prepare and table monthly reports on invoices issued and pending.
• Implement strategies to collect income within negotiated timelines.
• Handle overall portfolio expenses and consulting remuneration levels.
• Supervise and handle personal expenses within determined timelines.

New Business

• Identify and lead new business opportunities within the existing portfolio.
• Identify cross‑selling opportunities within the portfolio and EB, and introduce the relevant parties within Aon.
• Develop professional expertise in order to articulate solutions to clients.
• Apply company policies and procedures to resolve a variety of issues.
• Possess an awareness of larger team/department strategies and customer needs.
• Work with all Aon Solution lines & Divisions to ensure high quality, efficient and compliant delivery of all client servicing/administrative/transactional activities.

Skills and experience that will lead to success

Qualifications

• Be in possession of Grade 12 (Matric).
• Must be registered as a representative with the FSCA in terms of the FAIS Act.
• Have or work towards achieving a NQF level 8/9 qualification in wealth management or any other industry‑applicable qualification at the same level.

Knowledge

• Has a broad knowledge of Aon generally and a deeper knowledge within the sector/territory.
• Individual with knowledge of the principles and practices within a technical/professional discipline.
• Able to analyse data and convey the findings in a constructive and objective manner to assist the client.

Skills and Attributes

• Be computer literate with advanced experience in MS Word and Excel.
• Ability to communicate effectively.
• Good interpersonal and organisational skills.
• Ability to empower and develop reporting staff to a level where they would be capable to fulfil the same role and expectations.
• Be dependable and respect confidentiality.
• Have a high work ethic and must have the ability to function effectively under pressure.
• Be a team player, have the ability to build good relationships, support and actively participate in, and contribute to any team initiatives.

Experience

• Typically possess business experience, with intermediate knowledge of the functional area.
• Possesses advanced analytical, technical and problem‑solving skills and abilities.
• Have a minimum of 8 change to years’ experience in a similar or related role.

How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. All colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [e-mail].

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Job ID: 2545627