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 for efficiently and effectively managing a portfolio of funds, ensuring compliance with quality, time and 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:

• Gain extensive knowledge of NBC’s products and services to effectively drive revenue growth and business retention

• Demonstrate an understanding of the role of consultant

• Develop a new business strategy, including a targeted client acquisition list with specific timelines, and submit a progress report each month

• Meet the annual new business target of increasing membership under administration per annum

• Plan and prepare for fund meeting:

• Prepare for and facilitate Trustee meetings

• Compile Trustee meeting agenda packs

• Arrangement and facilitation of pre-meetings with relevant departments

• Assist in compiling financial information:

• Preparation of financial information for Year End i.e. timeous delivery and accuracy of checklist

• Prepare fund budgets

• Co-ordinate Trustee Meeting logistics:

• Attend Trustee meetings and compile minutes

• Action queries arising from meetings

• Provide service to clients:

• Co-ordinate service delivery to clients

• Facilitate communication with clients regarding Trustee Elections, Member communication, Fund Letters and conduct presentations to members/trustees

• Action Section 14 transfers

• Co-ordinate and facilitate Trustee training

• Monitor compliance with relevant legislation, regulations and bodies in line with client SLAs and NBC

• 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)

• In-depth knowledge of investments relating to the funds

Qualifications:

• 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