Member Educator Services at Alexander Forbes

Job description

Purpose of the job:

To provide comprehensive Financial Planning education to members of our corporate clients’ retirement funds. The successful candidate will need to work hand in hand with C&A and FPC to source and co-ordinate educational presentations to members.

Main activities:

• Do financial educational and fund specific presentations to members of our corporate client funds
• Liaise and source opportunities with C&A consultants, as well as FPC consultants, to educate members on their corporate funds
• Ability to communicate confidently and professionally with trustees and HR personnel of corporate clients
• Identify the clients educational needs, i.e. in terms of recommended topic
• Co-ordinate presentations nationally with C&A, ME colleagues and directly with corporate clients
• Fully understand the material being presented
• Update presentation material as needed, and customize for clients as appropriate
• Understand and have knowledge of market offerings and changes to products and fees
• Provide education to members via group presentations, telephone conferencing, radio or satellite broadcasting.
• Continually educate him-/herself to keep abreast of legal and technical industry changes
• Assist members to register on AFOnline
• Travel to clients (in and out of town travel) and make own travel bookings
• Do own admin; eg. calendar bookings, invoicing, presentation schedules, attendance registers, travel claims, etc.

Skills required for this position:

• Matric
• Completed or studying towards CFP qualification
• Industry related qualification, i.e. FAIS requirements – advantage
• Computer literacy – Microsoft Office, especially Powerpoint and Excel
• Must speak both fluent English and Afrikaans

Experience and Background:

Experience, knowledge and understanding of the Financial Services industry, financial planning arena, financial investment markets, life assurance products and basic economic principles (minimum 2 years)

Essential : Knowledge of:

• Retirement funds (pre-retirement and post-retirement vehicles)
• Investments, investment products, asset classes and investment vehicles
• Linked products
• Voluntary savings vehicles
• Unit Trusts / Multi Manager Funds
• Life policies, Endowments, Disability, Dread disease, etc
• Estate Planning / Wills / Trusts
• Tax

Behavioural requirements:

• Responsible and accountable
• Excellent verbal and written communication skills
• Articulate presentation and professionalism is imperative
• Excellent command for English. African language and Afrikaans will be an additional advantage
• Maintain professionalism at all times under stressful situations
• Ability to work with minimal supervision other than requirements per official procedures
• High level of client orientation
• Confident to do presentations & develop presentation skills
• Pro-active – take initiative, take ownership
• Definite team player with the ability to work independently when required
• Strong work ethic and able to work independently at times
• Effective time management and punctuality is imperative
• Very organised, accurate and pays attention to detail
• Ability to multi-task
• Positive attitude and self-motivated (self-starter)
• Have empathy and able to listen to members

Other considerations:

• Must have a drivers license and own vehicle
• Must be willing to travel
• Situated in Cape Town office but must be willing to work between AF offices in the major centres