NBC Holdings is a leading force in the South African employee benefits arena, providing a comprehensive range of employee benefits, products and services to our valued clients.
We are looking for a Dynamic Senior Consultant that will be responsible for efficiently and effectively managing a portfolio of funds, ensuring compliance with quality, time and standards. Driving business development initiatives and contributing to the overall profitability of the organisation. This role requires a strong focus on client satisfaction, business retention, and strategic engagement with key stakeholders, including trade unions and employer representatives.
Key Outputs:
Demonstrate business understanding:-
Gain extensive knowledge of NBC’s products and services to effectively drive revenue growth and business retention
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Demonstrate an understanding of the role of consultant
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Develop a new business strategy, including a targeted client acquisition list with specific timelines, and submit a progress report each month
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Meet the annual new business target of increasing membership under administration per annum
Plan and prepare for fund meeting:-
Prepare for and facilitate Trustee meetings
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Compile Trustee meeting agenda packs
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Arrangement and facilitation of pre-meetings with relevant departments
Assist in compiling financial information:-
Preparation of financial information for Year End i.e. timeous delivery and accuracy of checklist
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Prepare fund budgets
Co-ordinate Trustee Meeting logistics:-
Attend Trustee meetings and compile minutes
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Action queries arising from meetings
Provide service to clients:-
Co-ordinate service delivery to clients
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Facilitate communication with clients regarding Trustee Elections, Member communication, Fund Letters and conduct presentations to members/trustees
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Action Section 14 transfers
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Co-ordinate and facilitate Trustee training
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Monitor compliance with relevant legislation, regulations and bodies in line with client SLAs and NBC
Experience:-
Minimum of 3-5 years of experience in consulting, employee benefits, or financial services
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Strong understanding of fund administration, employee benefits, and financial regulations
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Experience in business development, client relationship management, and stakeholder engagement
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Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
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In-depth knowledge of investments relating to the funds
Qualifications:
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A relevant Diploma or NQF 6 Qualification (further studies are advantageous)
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FAIS Compliant with RE5 completed
Skills & Behavioural attributes:
- Strong customer service orientation
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Excellent problem-solving and decision-making abilities
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Ability to work independently and take initiative
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Exceptional communication and negotiation skills
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Strong organisational and time management capabilities
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High attention to detail and accuracy
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Ability to work under pressure and meet deadlines
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Ethical, professional, and results-driven mindset
