Retirement Benefits Counsellor
Core
Provide professional retirement benefits counselling, guidance, and support to members approaching retirement to help them understand fund benefits, options, and default annuity strategies.
Role type
Retirement Benefits Counsellor
Builds
Retirement readiness initiatives, educational sessions, and digital engagement channels for fund members.
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
Retirement fund administration, annuity products knowledge, retirement process navigation, member engagement, regulatory compliance, stakeholder collaboration, record keeping
Preferred skills
CFP, RPE, previous experience as Employee Benefits Consultant, consultative selling, retirement calculators usage
Technologies
Retirement calculators, digital tools, member support platforms
Responsibilities
Conduct one-on-one consultations and group workshops on retirement options; explain fund benefits and default annuity strategies; promote retirement planning tools and educational resources; collaborate with employers and HR representatives; maintain accurate records and ensure regulatory compliance.
Seniority
Mid-level, hands-on IC