Purpose:

The Junior Consultant supports new business development within the Salt EB Umbrella Funds, with a focus on acquiring participating employers for umbrella funds, group risk schemes, and group funeral schemes. This is a developmental role aimed at building foundational consulting and sales capability. The incumbent supports senior consultants in driving pipeline activity, preparing proposals, and assisting with employer onboarding. The role is not accountable for strategic deal-making or complex negotiations.

Responsibilities

• Support pipeline development through research, lead generation, cold outreach, and administrative coordination.
• Assist in the preparation of proposals, quotations, and supporting documentation.
• Coordinate and schedule employer meetings and presentations.
• Support senior consultants during client presentations and engagements.
• Conduct initial employer information gathering and basic needs analysis.
  
• Assist with onboarding processes in collaboration with internal implementation teams.
• Perform administrative tasks related to group risk and funeral scheme quotations.
  
• Maintain accurate and up-to-date CRM records and pipeline tracking.
• Ensure completeness and accuracy of all documentation submitted.
• Escalate complex queries or technical matters to senior consultants or management.
• Operate under the guidance and supervision of a Senior Consultant or Manager.
• Participate in strategic client engagements where new opportunities, fund expansions or benefit enhancements are identified.
• Identify cross-sell and upsell opportunities within existing participating employers.
• Provide market intelligence and competitor insights to management.

Client & Stakeholder Engagement

Primary engagement with:

• HR Officers
• Payroll Personnel

• Employer Administrators
• Supports senior consultants in higher-level client engagements.
• Does not independently lead client meetings or negotiations.
• No delegated authority for pricing or contractual negotiations.

Complexity & Autonomy

• Handles low to moderate complexity tasks.
  
• Works within defined processes, frameworks, and guidelines.
  
• Requires ongoing supervision and coaching.
  
• Pipeline development activities are guided and monitored by senior team members.

Performance Measures (KPIs)
The role is measured on activity, support effectiveness, and quality of execution:

• Number of qualified leads generated and progressed.
  
• Accuracy and completeness of proposals and documentation.
  
• Contribution to successful onboarding of new employers.
  
• CRM and pipeline data integrity.
  
• Number of client meetings/presentations supported.
  
• Turnaround times on administrative and quotation tasks.
  
• Adherence to compliance and regulatory requirements.

Required Qualifications & Experience

• BCom/BA degree or relevant degree or qualification
• 1–3 years’ experience in financial services, employee benefits administration, or sales support
• Basic understanding of retirement funds and employee benefits structures
• Exposure to group risk and/or funeral schemes is advantageous
• FAIS compliance: either compliant or actively working towards compliance
• Strong administrative, organisational, and communication skills
• High attention to detail and ability to follow structured processes