Retirement Benefit Counsellor MMH251029-3

Role PurposeThe Retirement Benefit Counsellor plays a dual role in delivering both face-to-face and telephonic/digital benefit counselling and financial wellness education to members within the corporate client base. The primary focus is to empower members with factual, unbiased information at key stages of their membership journey, onboarding, during active membership, and at exit or retirement. This role also supports business growth by converting leads into retail clients, facilitating product uptake, and nurturing key relationships within corporate accounts, including HR and other decision-makers.RequirementsMinimum: MatricPreferred: BCom (Relevant business degree)Regulatory: RE51–5 years’ experience in sales or retirement benefit counselling in financial servicesKnowledge of annuities, preservation, and investment productsFluent in English, Sotho and ZuluWillingness to travel locally and own reliable transportAdvantageous: CFP or other professional financial planning qualificationDuties and ResponsibilitiesClient Engagement & CounsellingProvide individual or group benefit counselling and financial coaching.Deliver factual, unbiased information to help members make informed financial decisions.Guide clients with pre-retirement planning, annuity product selection, and execution of financial solutions.Host webinars, workshops, and attend wellness days to deliver financial education.Educate clients on investment principles, portfolio performance, and risk vs. reward.Sales & Lead ConversionExecute on sales campaigns and initiatives, capturing feedback via CRM.Guide the conversion of RBC leads into acquisitions (e.g., product take-up, asset retention)Source new business opportunities within corporate clients accounts.Refer clients to financial advisers when advice is required.Digital Support Make outbound calls to retirees, leavers, and joiners.Receive inbound calls to assist with RBC, product execution, and education.Provide support aligned to individual member engagement strategies.Corporate Account ManagementImplement and manage face-to-face worksite engagements for clients.Build and maintain strong relationships with HR and key stakeholders in corporate accounts.Collaborate with corporate clients’ stakeholders to identify and manage business opportunities.Administration & ComplianceAccurately capture client data and actions in CRM.Complete all administrative and reporting tasks within agreed timeframes.Ensure compliance with legislative and internal requirements.As an applicant, please verify the legitimacy of this job advert on our company career page.-289468363