Skills and Competencies
• Communication • Professionalism • Results orientation • Data Management • Numerical ability • Service orientation • Relationship management • Team Leadership Attitude/Values • Service Oriented • Action/results-oriented • Proactive • Team player
 
Qualifications
• Grade 12 with Maths, and • National Certificate in Retirement Funding at NQF level 5, or • Certified Financial Planner • A minimum of 2 years experience in a Financial Services Organisation with exposure to the management of Retirement Funds
 
Outputs
• Assist with the arrangement of Trustee and Sub Committee meetings • Assist with the preparation and distribution of Trustee packs • Assist with minutes of meetings • Assist with communication of fund decisions • Assist with progress monitoring and feedback • Assist with member presentations • Assist with member medical reviews • Assist with legislative and regulatory requirements for fund terminations • Assist with input to section 14 transfers • Assist with switches and elections • Assist with assistance with death claims when requested by Trustees • Assist with monitoring of expected commission • Identifying and sourcing opportunities and markets to pursue • Securing appointments with decision makers within potential Clients • Sourcing New Business through organizing or attending Seminars • Forming Partnerships with identified groups to obtain business referrals • Quoting on services and doing benefit comparisons • Contract for service based on needs • Conducting Workshops on industry topical matters • Offer solutions and relevant products • Produce Communication packages • Focus on implemented solutions model • To achieve set targets of new segregated funds - bundled products.