Corporate Solutions Specialist (EB, Health, CCM and Forex)
29 March 2019
Web Ref : 362
Overview: To drive all the full Corporate Solutions division of the company which includes Employee Benefits, Forex and Cash Management activities, as well as Medical Aid. Key Responsibilities: • Servicing existing client base with regard to holistic Corporate Solutions • Securing new business in Corporate Solutions (EB, Medical Aid, CCM, Forex) and achieving set targets (quarterly and per annum) • Provide comprehensive and accurate advice in terms of Corporate Solutions • Ensure an up to date, robust and relevant Corporate Solutions offering to all clients • Staying up to date with relevant industry knowledge, especially in EB and Medical Aid • Coordination and management of admin teams • Provide accurate and timely management reporting • Ensure 100% compliance in regard to legal requirements Requirements: Minimum of 5 years to 10 years of relevant experience, with proven experience in various employee benefit schemes and medical aids. Experience in Forex and CCM strong advantage. Being in a possession of an existing portfolio of corporate clients will be an added advantage. Solid knowledge of Momentum and Discovery products as advantage Qualification: • Relevant degree (BComm) from a reputable institution with Honours as an advantage • FAIS & FICA qualifications, Registered CFP, relevant RE exams (RE5) Competencies: • Tenacity • Sales ability • Interpersonal skills • Initiative • Organisational ability • Professional presentation skills • Flexibility • Commitment • Attention to detail • Accuracy • People management • Empathy • Emotional intelligence
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