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Lead Specialist : Business Development (Employee Benefits Consulting)

Lead Specialist : Business Development (Employee Benefits Consulting)

Liberty Group South AfricaJohannesburg, Gauteng, South Africa
4 days ago
Job description

Purpose

Liberty Corporate Benefits is on the hunt for a dynamic, visionary Lead Specialist : Benefit Consulting to head up our direct consulting capability. This is a mission-critical role at the heart of our “Fix and Grow” strategy, shaping the future of employee benefits for some of South Africa’s largest corporates.

Required Experience

  • 8–15 years’ experience in employee benefits or a similar environment, with at least 3–5 years at a specialist level.
  • Bachelor’s degree (NQF 7) in Business, Commerce, or Management; CFP or relevant post-grad qualification a plus.
  • FAIS RE5 minimum (RE1 preferable).
  • Proven leadership, sales management, and consulting skills.
  • Passion for driving change, upholding standards, and making bold decisions.

Key Responsibilities

  • Influence the design and drive the implementation of a customer service framework, ensuring effective delivery of a comprehensive range of services.
  • Pursue business opportunities and develop customer relationships for the acquisition of new business in line with identified targets.
  • Advise on the alignment and application of area specific practices and integrated processes across functional areas to ensure value chain integrity.
  • Keep abreast of changes and new legislation and developments within industries that may affect area of specialization.
  • Participate in efforts to develop innovative enhancements to business models and solutions in the EB / Corporate market.
  • Co-develops EB consulting solutions with the product team and distribution that meet specific client needs.
  • Provides an advisory role to Trustees, Advisory Committee, Management Committee and members of retirement funds
  • Accountable for contributing to strategy enablement and implementation and delivery optimisation across an internal value chain, through best practice development and implementation.
  • Draw on own technical and / or professional knowledge and experience to proactively develop alternatives and identify optimal best practice solutions for tactical problems.
  • Plan to deliver work outputs related to a service or operational area, manages interdependent functional activities, and directs best-practice priorities, standards and procedures to ensure efficiency within area of specialization.
  • Customer

  • Manages relationships with 3rd party providers, strategic partners, sales channels, and solution specialists;
  • Provides high level EB / Corporate benefits structuring and investment advice
  • Creates sales opportunities by developing market awareness and drives a market penetration strategy for the identified markets.
  • Provide authoritative, specialist expertise and advice to internal / external customers, that builds strong relationships and creates a favorable impression aligned to Treating the Customer Fairly (TCF) principles.
  • Finance

  • Implement and monitor financial controls, management of costs and corporate governance throughout the area of specialization.
  • Learning and Growth

  • Keep abreast of industry developments and develop networks for market intelligence, informed decision making and competitive advantage purposes.
  • Contribute positively to human capability improvement, related to knowledge optimisation and associated with area of specialization.
  • Governance

  • Implement and provide input into the development of governance, compliance, integrity and ethics processes within area of specialization.
  • Provide high quality customer service through the delivery of compliant and accurate documentation to ensure that FAIS requirements are met.
  • Develop and / or align governance and compliance policies for own practice and / or tactical area to identify and manage risk exposure liability related to the area of specialization.
  • #J-18808-Ljbffr

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    Development Specialist • Johannesburg, Gauteng, South Africa

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