Job Description

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Key Responsibilities

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Operations and Regional Management

Compile and submit monthly operations reports to senior management Review advisor reports, meeting notes, presentations, and project deliverables Manage regional capacity, staff leave, travel arrangements, and travel claims approvals Attend strategic client and provider meetings and influence outcomes Compile strategic reports, presentations, project plans, and client communications Provide technical consulting support and resolve escalated service complaints and disputes Manage and supervise Regional Advisors, including workflow planning, compliance oversight, and portfolio of evidence updates Conduct weekly, monthly, and quarterly performance reviews Identify training and development needs and manage performance improvement processes
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Client Relationship Management

Develop and maintain strong relationships with key stakeholders within the region Conduct monthly CRM calls with Category 1 and 2 clients Facilitate quarterly meetings with senior management teams within advisor portfolios Monitor client satisfaction levels and ensure timely resolution of concerns Respond to poor service ratings within 48 hours
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Project Management

Oversee special projects as assigned Design and present project plans, delegate tasks, and provide progress updates to stakeholders
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Cross-Selling and Revenue Growth

Identify cross-selling opportunities within regional client portfolios Create platforms for sales engagement and ensure revenue targets are achieved
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Professionalism

Maintain clear, professional, and effective communication with clients Adhere to high standards of professionalism, including punctuality, dress code, and quality of work Collaborate effectively with internal teams and provide operational support where required
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Qualifications and Experience

Relevant tertiary qualification FAIS Fit & Proper compliant (NQF Level 5, Regulatory Exams, Class of Business - Healthcare) Financial Planning Higher Certificate (NQF 6) preferred Management qualification (Certificate, Diploma, or Degree) Minimum 5 years' experience in Employee Benefits / Health Care Consulting Minimum 3 years' experience in people management Valid driver's licence and own reliable vehicle

Location:

Johannesburg
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Key Competencies

Excellent written and verbal communication skills (English) Strong client service orientation Proven problem-solving ability High attention to detail Ability to work under pressure and meet deadlines
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How to Apply

Interested candidates who meet the above requirements are invited to submit their updated CV to:

ebrecruitment@asi.co.za

ASI Financial Services - Building Wealth, Changing Lives