Deal Maker (Employee Benefits. Group Retirement and Risk Schemes) at FNB South Africa

Job Description

• Responsible for management of their function, devising implementing and providing input into the customer relationship management strategy.
• Strategically and operationally manage and grow a portfolio of high revenue generating clients
• Hello Future Relationship Manager Client Services,
• Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. 
• As part of our team in FNB Employee Benefits Kwazulu-Natal, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Are you someone who can:

• Manage a portfolio of umbrella fund clients participating in the FNB Umbrella Fund
• Provide input into client servicing strategy
• Ongoing review of fund structure and group risk arrangements
• Monitor onboarding process of new clients
• Monitoring section 14 transfers
• Conduct member presentations
• Responsible for client retention
• Where required, attend management committee meetings, as well as the preparation of agendas and minutes.
• Provide ongoing support to financial advisors on all aspects related to the FNB Umbrella Fund
• Manage and resolve complaints
• Knowledge of changes in legislation impacting the employee benefits environment
• Knowledge of group risk benefit arrangements
• Responsible for annual rate and fee review

You will be an ideal candidate if you have:

• Relevant Bachelor’s Degree NQF Level 7
• Must have the following minimum sub-categories: 1.7 Pension Fund Benefits, 1.1 Long Term insurance Subcategory A, 1.3 Long Term insurance Subcategory B1 and 1.22 Long Term insurance Subcategory B2
• Min 5 years’ experience in Employee Benefits, ideally in a retirement fund consulting role
• FAIS accredited (not acting under supervision)
• CFP an advantage (but not required)
• RE 5
• Person must not be an unrehabilitated insolveJob Description
• Dear Future, Deal Maker (Employee Benefits. Group retirement and risk schemes)
• The role requires you to drive Sales and Campaign performance targets by establishing and building sustainable strategic key relationships across Channel and Pillars. This role will provide specialist advice and support in the execution of distribution processes, including the attainment of financial metrics aligned to KPI deliverables.

Are you someone who can:

• Deliver sales targets and grow portfolio under guidance and supervision, by performing end-to-end process of deal origination to deal conclusion through effective engagement and understanding of customer’s business and needs
• Deliver customer service through adherence to quality service standards
• Complete all applicable onboarding administrative services through continuous reporting and updating of documents related to relevant stakeholders
• Develop, encourage and nurture collaborative relationships across commercial and within FNB EB
• Contribute to teamwork and inclusivity within team
• Identify opportunities to expand customer base with potentially profitable customers
• Input into the development and continuous improvement of operational processes
• Manages risks in own area of responsibility
• Build and maintain stakeholder relationships
• Achieve expected financial targets and uphold associated service levels
• Execute, Track and Drive Campaigns
• Compile required sales tracking reports
• Managing own development

You will have access to:

• Opportunities to network and collaborate
• A challenging working environment
• Opportunities to innovate

We can be a match if you are:

• Adaptable and curious
• Have a proven successful track record.
• Thrive in a collaborative environment
• In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check