Associate Benefit Consultant- Bloemfontein

About Sanlam Corporate

Sanlam Corporate forms part of the Sanlam Group which offers retail and corporate life insurance, health and investment products in South Africa. Our vision is to be the preferred partner to Corporate and Public Sector by providing awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees.

We believe in creating and cultivating a positive, diverse, energised working environment that gives every individual the opportunity to achieve success and deliver meaningful value

Purpose of the role

This role is for Simeka Consult, founded in 1998 through the merger of Sanlam Consultants & Actuaries and Simeka Employee Benefits, Simeka provides innovative employee benefits solutions to retirement funds, employers, medical schemes, trade unions, and individual fund members.

As the Associate Benefit Consultant you will consult the trustees/management committees of funds, assist in the daily managing and logistical control of the funds, to co-ordinate and facilitate between departments, with the ultimate objective of providing overall assistance and backup to the Senior / Principal Consultant.

Key Responsibilities

• Ensuring that a portfolio of clients is adequately serviced
• Technical excellence in servicing corporate clients
• Embodying TCF in client interaction
• Effective management of a portfolio of clients
• Demonstrating client centricity
• Manage the communication plan of the Funds
• Facilitating and co-ordinating internal departments
• Self-development
• Build client relationships and ensure client retention
• Ensure that the overall standard of agenda packs, minutes and consulting advice is maintained
• Attend and coordinate Trustee Meetings and/or Joint Forum Meetings
• Provide monthly reporting via required reports on operating functions of portfolio
• Ensure that standard procedures, practices and Client servicing are maintained and adhered to
• Risk awareness and the management of these risks
• Awareness of regulatory legislation and developments within the industry

Qualification and Experience

• Bcom Degree or BA Law / LLB or equivalent NQF level qualification
• CFP advantageous
• FAIS accreditation is required
• Minimum of 3-5 years Benefit Consulting Experience is required

Knowledge and Skills

• Knowledge of Employee Benefits and wider financial services industry and process
• Product knowledge and understanding of the Group Risk and/ or Retirement Fund Industry
• Computer literate with proficiency in Microsoft Office (Word, Excel and PowerPoint)
• Own car and valid driver’s license is required

Core Competencies

• Cultivates Innovation - Creating new and better ways for the organisation to be successful.
• Client Focus - Building strong customer relationships and delivering customer-centric solutions.
• Drives Results - Consistently achieving results, even under tough circumstances.
• Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
• Resilience - Rebounding from setbacks and adversity when facing difficult situations

Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.