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Consulting Manager - Employee Benefits & Healthcare


Key Responsibilities

Review the service strategies planned for each sales and distribution advisor in your region to ensure compliance with ASIs standard strategic deliverables, client specific value proposition, risk mitigation, integration, and profitability
Ensure sales and revenue targets set are achieved
Provide the supervisor with the monthly operations report
Review the reports, meeting notes, presentations and projects of your respective advisors
Staff leave Management
Attend client and provider strategic meetings and influence the objective/outcome of the meeting.
Compile strategic reports, presentation, project plans and communication for clients and providers
Technical consulting
Resolve escalated queries, service complaints and disputes
Monitor and manage capacity within your region, staff leave, travel arrangement, and approve travel claims
Manage a team of Regional Advisors by communicating their roles and responsibilities, help them structure their workflow (i.e. weekly project plan) and monitor consultants that are performing under supervision (compliance) and update their portfolio of evidence.
Supervise and support the Advisors in carrying out their duties through weekly workflows and monthly/quarterly performance reviews and.
Identify areas where Advisors require support, training and development.
Manage poor performance though appropriate disciplinary process and action.
Develop and maintain a strong relationship with key individuals within your region.
Conduct monthly CRM calls to all category 1 and two clients.
Conduct quarterly meetings with the senior management team within each advisor under your portfolio.
Monitor client satisfaction and ensure that the concerns identified are addressed soonest
Respond to poor service ratings within 48 hours.

There will be special projects allocated to you to oversee and manage. You will be required to design a project plan, present the plan to the team involved, delegate tasks and provide progress report to the team.


Identify cross selling opportunities within your regions of clients and create a platform/opportunity for sales
Ensure you achieve revenue targets set

Tertiary qualification. Fit & Proper compliant (NQF Level 5, Regulatory Exams), Financial Planning Higher Certificate (NQF 6) (preferred), Management Certificate/Diploma/Degree and continuous learning is expected
Drivers licence
5year experience in Employees Benefits/ Health Care Consulting and 3-year experience in people management


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

johannesburg, GT, ZA