RETIREMENT BENEFIT COUNSELLOR

An established insurance company is seeking to hire a highly skilled and experienced Retirement Benefit Counsellor to join their team.

Formal Education

Matric.

NQF 5 will be advantageous.

Experience

At least 1 year’s experience in Benefit Counselling or Employee Benefits administration.

Primary objective

• To deliver a professional and excellent quality of service to members of retirement funds and employers in accordance with the service level agreements and year planners.
• To assist and support retirement fund members and their beneficiaries when exiting the retirement fund, i.e., retirement, death, withdrawal, or retrenchment.
• To ensure client satisfaction on all levels.
• To ensure an effective benefit counselling environment.

Duties

• Assist and support the retirement fund members with factual information regarding fund benefits and their options at reti...

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