TECHNICAL SALES SPECIALIST – RISK & RETIREMENT

Empire Recruitment Ltd; Gauteng; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Empire Recruitment Ltd. is seeking a technically proficient Employee Benefits specialist to support retirement funds, group risk, life assurance and related employee-benefit solutions for corporate clients.

You will translate complex benefit structures into commercially compelling proposals and collaborate with the sales team to meet revenue objectives. You will prepare client presentations, perform market analyses, and ensure accurate documentation while maintaining strong communication with

Qualifications

• Matric is essential.
• A relevant qualification in Employee Benefits, Retirement Funds, Insurance, Financial Planning, Finance, Business, Commerce, Economics or related field will be advantageous.
• 3–6 years' experience within employee benefits, retirement funds, group risk insurance, life assurance, broker consulting or related financial-services environment.
• Employee benefits or insurance experience is essential.
• Strong technical understanding of retirement funds, group risk, life assurance and employee-benefit solutions.
• Experience analysing benefit structures, pricing, policy terms, underwriting requirements and provider options.
• Experience preparing client presentations, proposals, benefit comparisons or market analyses.

Responsibilities

• Provide technical support to sales teams across retirement funds and employee-benefit solutions.
• Analyse and compare benefit structures, pricing and underwriting terms.
• Assist with design of risk and retirement solutions.
• Prepare client presentations, proposals and recommendation reports.
• Translate complex information into clear, commercially relevant messaging.
• Support client meetings and address technical questions and objections.
• Conduct market research and benchmarking across retirement funds and employee benefits.
• Support sales process from qualification to handover.
• Identify gaps within benefit structures and cross-selling opportunities.
• Assist with reviews, provider comparisons and renewals.

Skills

Presentation skills

Analytical thinking

Communication skills

Sales awareness

Client engagement

Regulatory knowledge

Education

Matric

Employee Benefits/Finance qualification

Tools

CRM software

Job description

What you'll be doing

• Provide technical support to the sales team across retirement funds, group risk, life assurance, disability, funeral and related employee-benefit solutions.
• Understand client requirements, employee demographics, existing benefit structures and risk needs.
• Analyse and compare benefit structures, policies, providers, pricing and underwriting terms.
• Assist with the design of appropriate risk and retirement solutions.
• Prepare compelling client presentations, proposals, benefit comparisons and recommendation reports.
• Translate complex insurance, retirement, investment and actuarial information into clear, commercially relevant messaging.
• Support client meetings and confidently address technical questions and objections.
• Conduct market research and benchmarking across retirement funds, insurance and employee benefits.
• Support opportunities throughout the sales process, from qualification and analysis through to presentation, close and handover.
• Identify gaps within existing benefit structures and potential cross-selling opportunities.
• Assist with retirement-fund reviews, provider comparisons, renewals and benefit restructuring.
• Support group risk solutions including group life, disability, income protection, critical illness and funeral benefits.
• Contribute to tenders and proposals for large corporate and public-sector clients where required.
• Maintain accurate CRM records and ensure all relevant documentation is captured and up to date.

What we're looking for

• Matric is essential.
• A relevant qualification in Employee Benefits, Retirement Funds, Insurance, Financial Planning, Finance, Business, Commerce, Economics or a related field will be advantageous.
• 3–6 years' experience within employee benefits, retirement funds, group risk insurance, life assurance, broker consulting or a related financial-services environment.
• Employee benefits or insurance experience is essential.
• Strong technical understanding of retirement funds, group risk, life assurance and employee-benefit solutions.
• Experience analysing benefit structures, pricing, policy terms, underwriting requirements and provider options.
• Experience preparing client presentations, proposals, benefit comparisons or market analyses.
• Strong presentation and proposal-writing skills.
• Commercially minded with an understanding of sales and revenue objectives.
• Excellent analytical and communication skills.
• Confident dealing with clients and presenting technical information.
• RE5 or relevant regulatory qualifications will be advantageous.

The person we're looking for

You’re more than technically competent — you know how to turn technical information into a compelling commercial proposition.
You are confident in front of clients, comfortable working alongside sales professionals and able to simplify complex benefit structures without losing the important detail.
You’ll need to be analytical, commercially driven, organised and solutions-focused, with the ability to manage multiple proposals, deadlines and client requirements in a fast-paced environment.
If you have a strong background in employee benefits, insurance or retirement and want to take your technical expertise into a commercially focused role, this could be the opportunity for you.