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 fundsAccountable 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 adviceCreates 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