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  • Posted: Oct 16, 2017
    Deadline: Not specified
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  • GCI Wealth is a boutique financial planning and investment group dedicated to ensuring that your most certain and greatest risk, retirement, is achieved safely, securely and comfortably whilst at the same time addressing the potential lifestyle interrupters that may affect your hard-earned retirement capital.
    Read more about this company

    Employee Benefits Specialist

    Job description

    We are a fast-growing organization with a national footprint and we are looking for an EMPLOYEE BENEFITS SPECIALIST to work and operate in the following regions:

    Gauteng, with occasional visits to the Natal Midlands and Free State.

    Key Job aspects:

    • Visiting clients (when required) to present our model, write new business and general account management.
    • Building strong client relationships.
    • Investigating customer’s needs and advising appropriate products.

    The suitable person must have the following attributes:

    • Be a self-starter
    • Have initiative
    • Have a personable character
    • Have a sense of urgency
    • Be goal orientated
    • Be self-disciplined
    • Be a team player
    • Be customer orientated
    • Be prepared to work long hours
    • Have thorough knowledge of and have worked in the Corporate Retirement Industry
    • Have experience in sales and administration
    • Have knowledge about Medical Aids and Group schemes, including pension and provident funds
    • Can lead a small team
    • To be able to do the EB process, from sale to on-boarding of funds

    The following skills would be desirable:

    • Bilingualism
    • Appropriate additional industry qualification
    • Previous knowledge and understanding of comprehensive databases
    • Thorough knowledge of Windows Office and more particularly EXCEL
    • Thorough knowledge of the Pension Fund Act and current legislation and how to interpret it into the daily running of the fund
    • RE 5 and RE 1 (Cat 1 - Sub Cat 1, 3, 4, 5, 7, 14 & 20)
    • Knowledge of compliance and compliance processes

    Remuneration will be structured as follows:

     

    • Basic Salary based on experience
    • Employee Benefit Contributions
    • Commission

     

    Excellent learning and progression opportunities.

    To apply, please send a brief cover letter and CV to natalie@gci.co.za

    Method of Application

    Interested and qualified? Go to GCI Wealth on www.linkedin.com to apply
  • Send your application

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