Consultant Level 1

Pretoria

Department : Consultants and Actuaries

Reports To : Senior Consultant / Branch Head

BCom (econometrics, insurance & risk mgt etc)
BA Law/ LLB
CFP
At least 3 years experience in Employee Benefits

Generating income from funds managed to contribute to the profitability for the branch by providing a professional, quality service and consulting advice to clients.

Trustee meetings

Administration

Writing reports
Daily administration to ensure the efficient running of funds

Managing a portfolio of clients

Monitoring of fees

Budgets and targets

Financial Management - Invoicing clients for additional work, collecting income timeously. (insured commission included), Controlling of expenditure.

Generating maximum income possible for the branch, monitoring commission schedules


Client Relationship

Keep client updated with developments in the employee benefit market. Facilitating and co-coordinating internal departments