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  • Posted: May 20, 2020
    Deadline: Not specified
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    With 46 years’ experience in successful job-matching and placement of top candidates, Kelly - a division of Kelly Group - forms a part of Adcorp Holdings Limited (listed on the JSE in 1987), ), South Africa’s leading provider of staffing, human capital management and business process outsourcing services, we have access to financial resources, le...
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    Retirment Benefit Counsellor

     

     

    PURPOSE OF THE ROLE

    • To provide retirement benefits counselling to members of the funds administered by Verso Financial Services. Counselling is provided on the fund options available to new members joining funds as well as to members upon withdrawing or retiring from retirement funds and to the beneficiaries of deceased members. The role also includes targeted counselling interventions as requested by funds' Trustees. The counselling is provided telephonically, as well as face-to-face interactions.

    RESPONSIBILITIES
    The Retirement Benefits Counsellor will be responsible to assist and support members through:

    • Face-to-face, telephonic and written counselling, information and support.
    • Technical product knowledge of retirement funds and retirement-related investment products.
    • Involved at various stages of new member enrolments, as well as the exit process from retirement funds.
    • Maintain and improve counselling registers and reports for submission to the fund Trustees.

    CRITICAL CRITERIA:

    • This is a contract position. It is an indefinite contract so not sure how long, could turn into perm.
    • Company based in Durbanville - Bellville Cape Town
    • Work within office
    • Face to face and telephonic consultation with clients
    • Ability to start immediately
    • English, Xhosa (must be African) Would prefer Afrikaans as third language
    • 2-5 years experience
    • Understand legislation

    Method of Application

    Interested and qualified? Go to Kelly on www.linkedin.com to apply

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