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Unathi N. — Senior Employee Benefits Consultant from South Africa

Unathi N.

Senior Employee Benefits Consultant

South Africa 6+ years
Open to offersNew to Platform
Languages
English
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About

Unathi N. is an experienced Benefit Consultant with over nine years in the employee benefits and financial services sectors. Currently a Specialist at Liberty Corporate, she provides detailed benefits counseling, collaborates closely with clients and financial advisors, and addresses queries regarding fund strategies and investment performance. At Liberty, Unathi leads client engagements, coordinates presentations, and develops both benefit designs and a pipeline of prospects. Her previous roles include Product Specialist at MMI Holdings, where she assessed client financial wellness, developed product strategies, and ensured compliance, and Financial Planner at Old Mutual, focusing on tailored financial plans and long-term investment advice. Her expertise spans financial planning, business development, and stakeholder engagement in the context of employee benefits and retirement planning.

Experience

  • Benefit Consultant

    Liberty · 2019 — Present
    Conduct benefits counseling for Liberty Corporate clients and financial advisers through multiple communication channels. Evaluate clients' financial needs, provide pertinent information on default strategies, and engage with fund members. Organize presentations, design and implement benefits, and review existing benefit structures while developing new prospects.

  • Product Specialist/Benefit Counsellor

    MMI · 2014 — 2019
    Analyze clients' financial circumstances, including cash flow, insurance, taxes, and retirement plans. Foster and maintain relationships with stakeholders and clients, assessing financial wellness. Offer clear information, address inquiries, formulate product strategies, and recommend suitable products. Interact with Trustees and stakeholders, present information sessions, ensure compliance, and stay current with industry knowledge.

  • Financial Planner

    Old Mutual · 2011 — 2014
    Develop and implement strategies to attract new clients and grow the business. Assess clients' financial positions and create customized financial plans that incorporate tax and investment strategies. Propose solutions to financial challenges, recommend investment options, and assist clients with achieving long-term goals. Engage in negotiations with product suppliers, address economic issues, and provide personalized service to clients.

Skills & Expertise

Digital MarketingProduct DesignSales

Education

  • MBA
    University of Johannesburg · 2024 — 2026
  • PostGrad Investment Planning
    University of Free State · 2023 — 2023
  • Adv Diploma in Financial Markets
    University of Johannesburg · 2018 — 2022

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