Senior Consultant

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 maintaining and enhancing client relationships, ensuring compliance with quality and time 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:

• Demonstrate an understanding of the business of NBC.
• Demonstrate an understanding of the role of consultant.
• Independently research, identify, and generate potential leads to expand the customer base and support revenue generation.

Plan and prepare for fund meetings:

• Prepare for trustee meetings 1 month before the trustee meeting.
• Compile trustee meeting agenda packs 3 weeks before meeting for senior consultant to quality assure.
• Assist in the arrangement and facilitation of pre-meetings with relevant departments, 1 month before the meeting.

Facilitate and co-ordinate Trustee Meetings:

• Facilitating efficient Trustee meetings .
• Present relevant information.
• Action items and queries arising from meetings.

Manage Meeting Minutes and Financial Information:

• Compile and distribute meeting minutes.
• Prepare financial information for Year End.
• Prepare fund budgets.
• Co-ordinate the presentation of fund investments information.

Provide service to clients:

• Coordinate service delivery to clients.
• Assist in the communication with clients.
• Action Section 14 transfers.
• Co-ordinate Trustee training.
• Monitor compliance with relevant legislation, regulations and bodies.
• Understanding the SLA, fund rules and structure thereof.

New Business Development (growth):

• Analysis of existing employee benefit programs for new business.
• New business lead generation process.
• Tender documents/ quotations/ presentations.
• New business internal innovation and processes.
• Prepares/Analyses new business quotations and propose changes if necessary.  

Experience:

• Minimum of 3-5 years of experience in consulting, employee benefits, or financial services.
• Strong understanding of fund administration, employee benefits, and financial regulations.
• Experience in business development, client relationship management, and stakeholder engagement.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Advice giving ability to Board of Trustees and clients.
  

• A relevant Diploma or NQF 6 Qualification (further studies are advantageous).
• FAIS Compliant with RE5 completed.

Skills & Behavioural attributes:

• Strong customer service orientation.
• Excellent problem-solving and decision-making abilities.
• Ability to work independently and take initiative.
• Exceptional communication and negotiation skills.
• Strong organisational and time management capabilities.
• High attention to detail and accuracy.
• Ability to work under pressure and meet deadlines.
• Ethical, professional, and results-driven mindset.
• Leadership qualities.
• Strong decision-making qualities.
  

• Market Related
• Medical Aid
• Provident Fund
• Group Life