TECHNICAL SALES SPECIALIST – RISK & RETIREMENT

ASI Financial Services is looking for a skilled and commercially driven Technical Sales Specialist – Risk & Retirement to support its sales team with technical expertise, market analysis, solution design, proposal development, and client presentations.

This role works closely with senior consultants to deliver employee-benefit solutions across retirement funds, group risk benefits, life assurance, disability cover, funeral benefits, and related financial wellness offerings. The successful candidate will be able to translate complex retirement, insurance, and employee-benefit information into clear, practical recommendations that help clients make informed decisions.

Key Responsibilities

• Support risk and retirement sales opportunities through technical product and industry expertise.
• Assist with retirement fund, group risk, life assurance, disability, and funeral-benefit solution design.
• Conduct provider comparisons, market research, benchmarking, and benefit analysis.
• Prepare professional client presentations, proposals, executive summaries, and recommendation reports.
• Participate in client meetings and support responses to technical questions and objections.
• Assist with fund reviews, policy renewals, benefit restructuring exercises, and provider assessments.
• Support pipeline progression through qualification, analysis, presentation, close, and handover stages.
• Assist with tender responses, government opportunities, and international employee-benefit requirements.
• Maintain accurate CRM records and support sales reporting and opportunity tracking. 

Requirements

Qualifications & Experience

• Matric (essential).
• Relevant qualification in Employee Benefits, Retirement Funds, Insurance, Financial Planning, Finance, Business, Commerce, Economics, or a related field will be advantageous.
• NQF Level 5 qualification in Financial Planning, Wealth Management, Employee Benefits, or Insurance will be advantageous.
• RE5 qualification or other relevant regulatory certifications will be advantageous.
• 3–6 years’ experience in retirement-fund consulting, group risk insurance, life assurance, employee benefits, broker consulting, or a related financial services environment.
• Experience preparing client presentations, proposals, policy reviews, market analyses, and benefit comparisons.
• Experience within corporate employee benefits and retirement-fund environments will be advantageous. 

Key Skills

• Strong understanding of retirement funds, group risk insurance, life assurance, disability, funeral benefits, and related employee-benefit solutions.
• Knowledge of pension, provident, umbrella, and other retirement-fund structures.
• Ability to analyse benefit structures, contribution models, insurance pricing, underwriting terms, and provider options.
• Strong presentation, proposal-writing, and communication skills.
• Ability to simplify complex retirement, insurance, and investment concepts for clients.
• Strong analytical and benchmarking capabilities.
• Commercial awareness and a client-focused approach.
• Excellent attention to detail, organisation, and stakeholder engagement skills.
• Ability to collaborate across sales, consulting, investment, administration, and operations teams.

What Success Looks Like

Success in this role will be measured by the quality of technical support provided to the sales team, the effectiveness of proposals and presentations, contribution to pipeline growth and conversion, and the ability to deliver commercially competitive employee-benefit solutions.

The ideal candidate will enhance ASI’s technical credibility, improve client confidence, strengthen proposal quality, and help accelerate the conversion of risk and retirement opportunities into long-term client relationships.

Apply Now

If you are passionate about employee benefits, retirement planning, and risk solutions, and enjoy combining technical expertise with client-facing business development support, we invite you to join the ASI team and help deliver meaningful financial security and retirement outcomes for organisations and their employees. Interested? Send your CV to: ebrecruitment@asi.co.za