JOB SPECIFICATION

Senior Consultant -- Corporate

Position Senior Consultant (Technical Consulting)

Positions available 6

Location Johannesburg

Salary budget R34,000 -- R40,000 per month

Core experience Healthcare and wellness

Regulatory RE5 · FAIS Fit & Proper (NQF Level 5) · Class of Business and CMS registration

ABOUT ASI FINANCIAL SERVICES

My client is South Africa's leading independent advisory firm in Health, Wellness, Insurance, Wealth, Retirement, and Investment solutions. As a Level 1 B-BBEE accredited organisation, My client is committed to Building Wealth and Changing Lives. With over 7,300 business clients and management of R150 billion in insurance premiums and assets under advice, ASI has made a meaningful impact on more than 2.4 million lives. The company is dedicated to providing exceptional client service while helping South Africans secure a better financial and wellness future.

ROLE OVERVIEW

The Senior Consultant is responsible for the technical consulting, portfolio management and service delivery of a portfolio of large corporate clients, across medical scheme and wellness benefits. The role also carries project management, team supervision and cross-selling accountabilities.

KEY RESPONSIBILITIES

Technical Consulting (analyse, strategise and communicate)

• Conduct thorough analysis of clients' overall benefits (e.g. medical scheme, wellness programmes etc.).

• Conduct annual reviews (benefit and cost comparison) of all benefits.

• Propose strategies geared towards mitigating the risks identified, improving efficiencies, and leveraging business opportunities within each client.

• Facilitate and manage meetings (internal and external) with an outcome in mind; ensure adherence to time allocated, promote interaction and control focus on discussion points.

Portfolio Management

• Ensure execution of strategies and services planned for each year within the time allocated.

• Ensure compliance with Service Level Agreements and Turn Around Times.

• Monitor ICU flags (i.e. expiry of contractual term, loss of relationship at executive management and material service failure) and communicate identified concerns to senior management.

• Prioritise service delivery to ICU-flagged clients.

• Develop and maintain a good relationship with the HR/Payroll team, HR management and the Executive team.

• Manage elevated service delivery complaints to the best of your capability.

• Maintain responsiveness and availability aligned to client service demands and critical deliverables.

Project Management

• Oversee and manage special projects allocated to you.

• Design a project plan, present the plan to the team involved, delegate tasks and provide progress reports to the team.

Supervision / Management

• Manage a team of Service Consultants by communicating their roles and responsibilities, helping them structure their workflow (i.e. weekly project plan) and monitoring consultants who are performing under supervision (compliance).

• Supervise Service Consultants in carrying out their duties through weekly workflows and monthly/quarterly performance reviews.

• Identify areas where Service Consultants require support, training and development.

• Manage poor performance through the appropriate disciplinary process and action.

• Drive adherence to compliance by ensuring the team follows compliance protocols.

Cross-Selling

• Identify cross-selling opportunities within your portfolio of clients and create a platform/opportunity for the relevant sales team to close the deal.

• Target: R100k per quarter (R400k per annum).

Professionalism

• Ensure clear, effective and professional communication to clients.

• Always adhere to high standards of quality and professionalism (punctuality, formal dress code, professional written and verbal communication etc.).

• Comply with the FAIS Code of Conduct.

• Adhere to ASI's 'Style Guide' protocol; ensure that all external communication is peer reviewed before sending.

• Treat clients with dignity and respect.

• Keep workstation neat, orderly and tidy.

• Work collaboratively and efficiently with other team members and provide support where required.

• Live by the ASI core values.

REQUIREMENTS & QUALIFICATIONS

• BCom, BSc or relevant qualification.

• RE5 (RE1 is advantageous).

• Compliant with the legislative requirements of the industry: FAIS Fit & Proper compliance (NQF Level 5, Regulatory Exams).

• Class of Business and CMS registration.

• 5 years' experience in Health Care and Wellness.

• 2--3 years' experience with large corporate clients.

• Must have own vehicle and a valid driver's licence.

COMPETENCIES

• Exceptional written and verbal communication skills (English)

• Customer-focused mindset

• Complex problem solving

• Attention to detail

• Deadline-driven

• Keen to work in a growing group and make a difference

SKILL SETS REQUIRED

• Innovative thinking

• Business acumen

• Analytical skills

• Strategic and proactive thinking